Supply chains
Global transition to BEVs – Why Elon Musk is begging miners to mine more nickel #20
The video investigate the reasons why Musk worries more about the supply of nickel rather than other raw materials for BEVs like lithium, cobalt or rare earth
Lithium – Breaking China’s battery monopoly and making 100 million BEVs per year by 2032 #19
How to break China’s monopoly on the supply chain for making lithium-ion batteries and still be able to make 100 million BEVs by 2032 without imports from China
How Tesla’s next generation vehicles may nearly cut the need for copper in half #18
To make 100 million BEVs per year we need more copper. Will there be enough and what about supply chain risk? Can new technology for next gen BEVs save the day?