In this podcast Anders Hove talks to Milo McBride and Ray Cai about EV and battery supply chains in the US in the wake of the passage of the new budget bill, and what these changes mean for US competition with China in this space.

Milo McBride is a Fellow at the Carnegie Endowment for International Peace, and Ray Cai is Associate Fellow with the Energy Security and Climate Change Program, Center for Strategic and International Studies. McBride’s focus is on battery metals, and he notes that while there are still US subsidies available for cooperation with Canada and other allies on mining of critical minerals, the focus of these subsidies likely to shift from battery minerals to other metals related to national security. Canadian cooperation on critical minerals mining for EVs may shift more towards Europe and the UK as a result. On battery technology, though tariffs have prompted a shift towards more US production, especially by Korean manufacturers, Ray Cai notes that new Foreign Entity of Concern (FEOC) regulations for battery subsidies have the potential to inhibit technology transfer, since even manufacturing lines or parts from China could be off limits.

This podcast is a follow-up on a recent Oxford Energy Forum, 2025 EVs and battery supply chains: Issues and impacts’. McBride’s article, ‘North American battery metals enter a new era of uncertainty,’ and Cai’s article, ‘The US battery value chain: A fork in the road’, are available [Here] in the Oxford Energy Forum Issue 144 on our website.

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