In recent years,energy transformation has driven the rise of EV industry,promoted the importance of EV batteries and triggered fierce competition among major countries.In terms of the industrial base,China,South Korea and Japan have absolute advantages in manufacturing.Japan,the US,South Korea,China and the EU are the main technology developers and raw materials are centralized in a few developing countries.As China faces restrictions and barriers from the US and EU,South Korea will expand its advantages in the markets.Major countries are competing for the lead in the research and development of next-generation batteries.The competition for batteries has a great impact on international relations.Subsidies for batteries will intensify vicious competition,the"friendly shore first"policy of the US and EU continues to narrow China's market space and cooperation methods,South Korea's attitude will be more inclined to the US,based on domestic politics and concerns about losing competitive advantage,the US and EU may also slow down the pace of vehicle electrification.
EV batteryEVindustrial policyInflation Reduction Act
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