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      • Automakers are adopting new business models to control supply chain margins and secure access to minerals supply. For example, Volkswagen and Stellantis have invested in mining companies to acquire mines in Brazil, while Ford, General Motors and Tesla are building their own battery plants and lithium refineries.
      www.kwm.com/global/en/insights/latest-thinking/leading-the-charge-ev-battery-supply-chains.html
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  2. Nov 13, 2021 · KoBold is one of many companies founded in recent years to address the various bottlenecks in the broader push toward renewable energy. And the mineral bottleneck is a particularly narrow one....

  3. May 6, 2022 · Tesla has released a list of direct battery material suppliers and confirmed that it has a long-term nickel deal with Vale, the world’s largest nickel producer. There’s currently a race to ...

  4. Lithium, nickel and cobalt are the key metals used to make EV batteries. Analysts believe there is a potential shortfall in the global mining capacity required to extract the minerals needed to manufacture sufficient batteries to meet projected EV demand.

  5. Jul 24, 2024 · In the global EV battery supply chain, Chinese companies hold the lead. China accounts for around three-quarters of all EV batteries along with 70% of production capacity for cathodes and 85% for anodes (both consisting of a mix of critical raw minerals).

  6. Oct 19, 2023 · Battery and EV manufacturers benefit from shorter supply distances to mineral processing locations, which are geographically flexible. Countries can build out their mineral processing capacity...

  7. Jun 25, 2021 · The world’s automakers have announced their intention to switch from petroleum to battery-electric vehicles by the mid-2030s, but EVs require six times the mineral inputs of conventional cars, as well as increased quantities of integrated circuits.

  8. Jul 11, 2022 · In the short term, the greatest obstacles to continued strong EV sales are soaring prices for some critical minerals essential for battery manufacturing, as well as supply chain disruptions caused by Russia’s attack on Ukraine and by continued Covid-19 lockdowns in some parts of China.

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