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