https://www.taxtmi.com/news?id=53648 Overreliance on a single external supplier for lithium creates a supply concentration risk that deters investment in domestic battery cell manufacturing because plants are highly capital intensive and uncertain access to raw lithium raises the risk of stranded capacity or interrupted production; contractual protections, equity partnerships, or vertical integration are potential mitigants, while recent electrode-level localisation and cell production by a domestic firm indicate partial industrial mitigation but do not eliminate the core supply vulnerability. en-us Tue, 26 Aug 2025 17:16:03 +0530 Tue, 26 Aug 2025 17:16:03 +0530 TaxTMI RSS Generator https://www.taxtmi.com/news?id=53648 Overreliance on a single external supplier for lithium creates a supply concentration risk that deters investment in domestic battery cell manufacturing because plants are highly capital intensive and uncertain access to raw lithium raises the risk of stranded capacity or interrupted production; contractual protections, equity partnerships, or vertical integration are potential mitigants, while recent electrode-level localisation and cell production by a domestic firm indicate partial industrial mitigation but do not eliminate the core supply vulnerability. News - Tue, 26 Aug 2025 17:16:03 +0530 https://www.taxtmi.com/news?id=53648