Below is a great read. Best article I have read in a long time. China has put the house on new energy whilst Trump is focussed on maximizing their own domestic oil supply. An insight into the politicing behibd the scenes. China made quite a few misteps when it came to oil security, but not lithium/cobalt.
https://www.foreignaffairs.com/articles/china/2018-02-13/green-giant?cid=soc-tw-rdr