Beijing’s growing control over lithium supply chains raises concerns over EV and battery market geopolitical risks.
China’s expanding dominance in lithium markets is reshaping global supply chains, increasing its influence over electric vehicle and battery production. The shift comes as lithium prices remain volatile amid rising demand for energy transition materials.
Hedge funds have adjusted portfolios, reducing exposure to software stocks while increasing semiconductor allocations. This rotation reflects broader sectoral shifts in technology investment strategies.
Oil prices declined in early trading, extending recent losses as market participants weigh demand outlooks against supply dynamics. The drop follows a period of heightened volatility in energy markets.