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Why did private firms, not state-owned enterprises (SOEs), come to dominate China’s EV sector? My new @ChinaJournal article (co-authored with Xiao Ma @maxiaoalex) challenge the "top-down industrial policy" narrative. The real engine? Strategic alliances between local governments and private capital. 🧵 Based on 3+ years of fieldwork, 60+ interviews (with officials, entrepreneurs, and engineers), and rich first-hand accounts, we show how strict central regulations inadvertently drove local states to bet big on private EV players. Here is the story: (1/15)
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Lithium explorer @Critical_CRR has launched fieldwork at Ontario’s Corona target, chasing concealed lithium pegmatites beside the company’s 8Mt Mavis Lake resource as it builds a broader district-scale growth pipeline. $CRR @theage
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