General Motors is accelerating production of battery materials and restructuring its supply chain to reduce reliance on China, where most cathode components are currently manufactured. The automaker is reportedly expanding in-house cathode production and securing alternative sources outside China to strengthen its electric vehicle battery supply. Industry analysts suggest this shift could reshape global battery supply dynamics as automakers seek to mitigate geopolitical risks. The move highlights growing concerns over dependency on Chinese-controlled raw materials in the EV sector.
Exclusive: GM Is Pumping Out Cathodes And Moving to Bypass China's Battery Chokehold theinformation.com
