With Biden's plans, the United States will be dependent again on key minerals for its energy system and this time the dependency will be with one country—China
After years of planning, China now dominates the world's production of new generation batteries that are used in electric vehicles and most portable consumer electronics such as cell phones and laptops. As the demand for electric vehicles grows, it is expected that most of them will be built with Chinese batteries, and most of those batteries will be lithium ion, which are also popular for cellphones and laptops because of their high energy per unit mass relative to other electrical energy storage systems. For the foreseeable future, the United States will be dependent on Chinese supply chains to produce the batteries that power America's technologies. That will be particularly true if Joe Biden is able to implement his "clean energy" and climate plans that will transform our energy system, creating an even bigger role for batteries.