真正的权力游戏？电池

ZEYI YANG is a senior writer at WIRED, covering tech and business in China. He cowrites the Made in China newsletter. Lithium’s rising tides lifted one set of boats more than others—China’s battalion of battery companies. After decades of quiet growth, firms such as CATL, BYD, Gotion High-Tech, and Envision are now primary suppliers for the world’s EVs and energy grids. In 2024, more than 80 percent of the world’s battery cells were produced in China, according to the International Energy Agency. Now those companies are expanding beyond China’s borders. In the past decade they’ve built or announced at least 68 factories outside China, according to data collected by WIRED and the Rhodium Group, a New York–based think tank. …