CATL Says Mining, Not Refining, Is Battery Making’s Big Hurdle

Contemporary Amperex Technology Co. Limited, the world's largest EV battery maker, stated that mining operations represent the primary constraint in battery production supply chains, rather than refining processes. The company attributed the bottleneck to limited access to raw materials including lithium, cobalt, and nickel. CATL did not specify a timeline for when mining capacity would meet production demands.

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