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China’s dominance in the global lithium and lithium-ion battery supply chain

Latest development

Huayou's first Zimbabwe lithium sulphate shipment deepened China's processing foothold

Key takeaways

  • Chinese-linked operators are now preserving their lithium position in Zimbabwe by moving from concentrate exports into local chemical processing, not by retreating from the country.
  • Chinese-backed projects in Argentina are extending Beijing-aligned access to future upstream lithium supply outside China.
  • Chile's Codelco-SQM restructuring remains contested, showing that control over strategic lithium assets is still being renegotiated.

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