• Western and Chinese restrictions are stalling overseas battery materials projects, keeping production concentrated in China, according to CRU's analysis.
• Western technology-transfer and ownership requirements conflict with China's controls on outbound technology, equipment and investment.
• Korean and Western battery manufacturers remain heavily dependent on Chinese know-how and manufacturing capacity, limiting supply chain diversification.
• China is projected to remain the largest market for lithium, nickel and graphite demand through 2035.

Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. CRU International Limited published the original content used to generate this news brief on November 06, 2026, and is solely responsible for the information contained therein.