# Lithium Supply Chain

The BYD Kingmaker: China’s Provinces Battle for the High Ground of Mobility

Chinese provincial leaders are intensifying a competitive scramble to deepen partnerships with BYD, shifting focus from manufacturing volume to high-tech R&D and supply chain ecosystems. Sichuan faces the most significant pressure to pivot, as traditional automotive production slumps and the province seeks to leverage its lithium and green energy reserves to remain relevant in the NEV era.