When Great Power Conflict and Climate Action Collide

The global decarbonization effort is colliding headfirst with the realities of great power politics. China currently controls more than 75 percent of the world’s electric vehicle battery and solar photovoltaic manufacturing supply chains. It also processes the bulk of the so-called critical minerals, like lithium, cobalt and graphite, that are essential to building out clean energy technologies. There is no clean energy revolution without China. What would happen if China decided to weaponize its clean energy resources in the same way Russia recently weaponized its oil and gas? Is it possible for the U.S. to end its energy dependency on China by investing in clean energy at home? What does this geopolitical reality mean for the prospect of meeting the world’s climate goals? Over the past few years, Jason Bordoff and Meghan O’Sullivan have been at the forefront of mapping out the ways decarbonization will upend the world’s economic and geopolitical order. Bordoff is the founding director of the Center on