I think dominance means [government] spending here. China's tactic very much seems to be throwing money at the wall and seeing what sticks ,'cuz why not. With the rate they are seeking to soak up ownership of the world's lithium mines, they don't have to worry about supplying whoever they are lending to. If a company strikes gold, then they are set for mass production as fast as the CCP wants them to be... but who knows when that will be. But, hey, maybe the U.S.'s targeted approach by lending to Ford will produce results. The U.S. is building out access to it's own large lithium deposit [see: Thacker Pass Mine in Nevada], so there shouldn't be a lithium supply issue in Ford's future... Assuming they right the ship on their current supply and demand issues which is definitely not a personal gripe.