Since the early 2000s, China has methodically transformed global economics across industries, leveraging a mix of subsidies, alleged overcapacity, and strategic under-pricing to dominate markets. This session delves into the critical patterns of the "China Playbook," its impact on the EV battery supply chain, and how North America and other regions can respond.
' Unpacking the Playbook: Five definable stages of China's industrial strategy and how these stages have reshaped the economics of textiles, solar panels, and now EV batteries.
' Economic Realities and Myths: Analyzing claims of unsustainable pricing versus China's ability to scale and sustain low costs over decades.
' The role of subsidies and how they embed competitive advantages across entire ecosystems.
' Critical Juncture: Identifying the pivotal moments when industries must act to stay competitive. Has the global EV battery supply chain already reached a point of no return?