EV Adoption Risks a China-Controlled Battery Crisis

ADA global battery shock could be worse than the oil crisis.Workers at a factory that makes lithium batteries for electric cars and other uses, in Nanjing, eastern Jiangsu Province, China, on March 12, 2021. STR/AFP via Getty Images5/6/2026|Updated: 5/6/2026CommentaryThe global push toward electric vehicles (EVs) is creating a dangerous new dependence on China, whose dominance in battery production and critical minerals could trigger a supply shock worse than past oil crises.Mark Us Preferred on GoogleAntonio Graceffo, Ph.D., is a China economy analyst who has spent more than 20 years in Asia. Graceffo is a graduate of the Shanghai University of Sport, holds an MBA from Shanghai Jiaotong University, and studied national security at American Military University.Author’s Selected ArticlesAD