Why mineral supply may be an e-mobility roadblock
Batteries need minerals. Securing them is becoming a strategic priority.
Automakers must act now to secure critical mineral supply.
Looking ahead
Demand for lithium, nickel, cobalt and other minerals is expected to rise sharply.
Three obstacles threaten mineral supply
1. Geopolitical uncertainty
Concentrated production and export controls can restrict access.
2. Price volatility challenges investment
Volatile prices make financing new mines difficult.
3. Rising sustainability expectations
Producers must meet higher environmental and social standards.
How automakers can secure mineral supply
Accelerating the future of mobility
Long-term offtake agreements, equity stakes, recycling and alternative chemistries.
Summary
Securing minerals is now as important as designing vehicles.
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