A new report from the Carnegie Endowment for International Peace projects that China's battery manufacturing capacity could exceed global demand by 2030, with estimates between 5,862 GWh and 6,720 GWh compared to expected global demand of 4,000 GWh to 5,100 GWh. The report highlights China's cost advantage in battery production, with Chinese-made batteries priced lower than locally produced alternatives in Europe. It also identifies LFP batteries as a key vulnerability for Western economies due to most global production capacity being in China. The report recommends selective cooperation between OECD economies and Chinese companies, as well as increased support for sodium-ion manufacturers outside of China to address these challenges.