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Wednesday

15/21

Decarbon Daily - EVs, Mining, and Supply Chains

Inside this issue

Challenges to EV Adoption

Lately, my research has centered around carbon capture, emission reduction, and electric vehicle raw materials. Analyzing the supply chain for these areas becomes difficult since each is global with hyper local risks and trade-offs. For instance, the supply chain for EVs requires batteries, steel, aluminum, and numerous other raw materials and component parts.

Daniel Yergin's article The Major Problems Blocking America's Car Future highlights three challenges to address in the electric vehicle transition:
1. Mining and supply chains to support the EV market demand
2. Infrastructure to support EVs in post-gasoline era
3. Public - will the public move away from gasoline-powered cars?

Opportunity rests in these complexities. Supply chain disruptions are challenging the business as usual approach across sectors.

Inside this Issue

📉 EV Battery Prices Risk Reversing Downward Trend as Metals Surge
🔮 The Major Problems Blocking America’s Electric Car Future
⛏ The Energy Transition in Mining
🚙 Miners Race for Nickel as Electric Car Revolution Looms
🛢 Fuel for Thought: Energy Transition, Like Oil, Needs Strategic Reserves
🔌 Electric Mine Consortium

Articles in this issue

EV Battery Prices Risk Reversing Downward Trend as Metals Surge

www.bloomberg.com
Electric vehicles are generally more expensive than gas vehicles today, mainly because the batteries they use are expensive. This is why ...

The Major Problems Blocking America’s Electric Car Future

www.linkedin.com
Just a decade and a half ago, the then-CEO of General Motors Co. Rick Wagoner observed to Larry Burns, at the time GM’s head of research ...

The Energy Transition in Mining

newlab.com
Mining companies around the globe have strengthened their corporate sustainability goals in recent months amid concerns to act on climate...

Miners Race for Nickel as Electric Car Revolution Looms

www.ft.com
In remote northern Ontario, hundreds of kilometers from the nearest railway or paved road, the world’s largest mining group and an Austra...

Fuel for Thought: Energy Transition, Like Oil, Needs Strategic Reserves

www.spglobal.com
A military coup in West Africa has underscored the potential benefits of stockpiling critical and strategic metals essential for the ener...

Electric Mine Consortium

www.electricmine.com
Electrification is key to the clean energy transformation of mine sites. The road to zero emissions requires the use of vehicles and mach...

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