globo_gris_transparente
Los gráficos ilustran la disparidad económica entre las afirmaciones y las estadísticas de la realidad.
Globalization

Trumps Speech: Strategies for the Midterm Elections

Trump delivered a speech without relevant announcements, highlighting the urgency of maintaining support in the economy. He addressed issues such as immigration, tariffs, Ukraine and the economy, attributing problems to his predecessor and proclaiming unprecedented successes. However, contradictory data show a different economic reality. His disorganized speech, according to critics, reflects possible disinterest and anxiety over the loss of popularity, especially in economic matters. Trump’s strategy aims to maintain support ahead of the midterm elections.

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China domina el mercado global de baterías con una capacidad de producción significativa.
Globalization

Battery Geopolitics: A Global Perspective

The geopolitics of batteries: China drives the battery value chain and Europe struggles for energy sovereignty. Key aspects are analyzed in three memos, highlighting the geopolitical impact, cybersecurity, and export controls on cathode technology. Europe needs a comprehensive strategy to compete in new battery chemistries.

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Los trabajadores de la fábrica de semiconductores ensamblan chips en líneas de producción.
Globalization

Has the CHIPS Act Boosted Job Creation?

The CHIPS and Science Act of 2022 allocated billions of dollars to manufacturing in the US, creating 15,000 semiconductor jobs and showing a positive impact on employment in this sector. The law aims to stimulate the industry and strengthen economic security.

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La dominación de China en la producción de baterías a nivel global y los avances tecnológicos.
Globalization

Bursting the Generational Myth: The EU Needs a Comprehensive Strategy for Next-Generation Battery Chemistries.

China leads the world’s lithium-ion battery production, especially in electric vehicles, since 2001. Despite its successes, it faces challenges of overproduction and price drops. China strengthens its supply chain for national security and self-sufficiency. Europe considers whether to directly compete with China in future battery technologies.

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Un mapa y gráfico que ilustran la dominancia de la cadena de suministro de baterías de China.
Globalization

Chinese Export Controls on Cathode Technology: Why the EU Needs to Enhance Supply Chain Transparency

The EU must increase visibility in lithium iron phosphate cathode technology supply chains, as China controls lithium iron phosphate cathode technology and dominates the battery market. McKinsey estimates that by 2030, Europe and North America will have between 5% and 10% of global battery production. The 2025 battery technology export restrictions impact European energy storage sovereignty. China seeks to maintain its dominance in battery value chains to exploit dependencies.

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