Photo Credit:Fair Use [17 U.S.C. § 107]. Rhodium Group bar chart showing China battery production capacity versus rest of the world.

China Has Massive Over-Capacity to Produce EV Batteries: How Will It And Rest of World React?

20 Jun 2025 | Abstracted from Rhodium Group

In this first edition of the Global Clean Investment Monitor series, Rhodium Group explores how - after decades of national policy support, primarily in the US, China, and Europe - electric vehicles (EVs) and batteries have been catapulted into mass commercialization...this report.. track[s]... 1,248 EV and battery manufacturing facilities around the world

"Today, China's battery manufacturing capacity is 2x demand in China and 1.2x global demand."

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