// Global Analysis Archive
Mitsui’s analysis finds China’s influence in Latin America is expanding, driven by trade growth and a strategic shift from large-scale lending toward direct investment in renewables, EV supply chains, and lithium. Western efforts to counterbalance China are rising, but resource nationalism, ESG constraints, and political instability will shape whether Chinese capital translates into lasting leverage.
A Carnegie Endowment analysis argues the United States can outcompete China by accelerating next-generation battery technologies rather than trying to replicate China’s lithium-ion scale. The strategic outcome will depend on whether U.S. policy can convert R&D leadership into mass production before China adapts and scales the same innovations.
Mitsui’s analysis finds China’s influence in Latin America is expanding, driven by trade growth and a strategic shift from large-scale lending toward direct investment in renewables, EV supply chains, and lithium. Western efforts to counterbalance China are rising, but resource nationalism, ESG constraints, and political instability will shape whether Chinese capital translates into lasting leverage.
A Carnegie Endowment analysis argues the United States can outcompete China by accelerating next-generation battery technologies rather than trying to replicate China’s lithium-ion scale. The strategic outcome will depend on whether U.S. policy can convert R&D leadership into mass production before China adapts and scales the same innovations.
| ID | Title | Category | Date | Views | |
|---|---|---|---|---|---|
| RPT-80 | China’s Latin America Pivot: From Loans to Lithium and Strategic FDI | China-Latin America | 2026-01-23 | 2 | ACCESS » |
| RPT-29 | Washington’s ‘Leapfrog’ Battery Strategy Targets China’s Manufacturing Edge | Battery Technology | 2026-01-19 | 2 | ACCESS » |