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The reality of green energy: “green metal” supply chains won’t be able to keep up

NC State SCRC

GM has committed to 30 new electric vehicles by 2025. What will happen to those manufacturers that can’t or won’t convert? You guessed it – China – which has nabbed the biggest commercial deposits of cobalt in the Congo. They go out of business?

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Transport Expert Nicolas Meilhan’s Perspective on the EcoVadis 2019 Index Results

EcoVadis

” I recall that manufacturing an electric car battery consumes as much energy as the car itself. Source: ICCT (2018), effects of battery manufacturing on greenhouse gas emissions over the life cycle of electric vehicles. against 35.7 on a world average for small and medium-sized companies and 31.6 against 34.7

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How EV Manufacturers Can Navigate Supply Chain Complexity

Arena Solutions

The global shift from traditional internal combustion engine (ICE) vehicles to vehicles with electrified powertrains is underway, and it’s creating greater complexity for original equipment manufacturers (OEMs) and their supply chains. Electric vehicles (EVs) are projected to account for 30% of all vehicle sales by 2025 1.

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4 Crucial Commodities to Watch in 2023

Resilinc

Due to electric vehicle (EV) production, demand for cobalt is expected to increase 293% by 2025. Presently, The Democratic Republic of Congo (DRC) is the top producer of cobalt—making 71% of the world’s supply. Over 90% of solar panels include “solar wafers” which are made of polysilicon—97% of which are manufactured in China.

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Big Tech and Auto Battle for the World’s Cobalt Resources

Elementum

The Democratic Republic of Congo holds the most global cobalt reserves , at around 3.5 Traditionally, companies like Apple haven’t purchased the metal directly from mines, but through brokers like China’s Congo Dong Fang Mining. Cobalt demand will exceed supply by 42% in 2025 and 170% in 2030. million metric tons.

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An update on copper

Resilinc

It was the first metal to be smelted (about 5,000 BC, according to Wikipedia); the first to be shaped into molds; and the first to be alloyed with another metal—tin—to manufacture a sturdier cousin: bronze. Supply gaps might emerge after 2025 … with the expected rise in demand created by the energy transition.”.

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Big Tech and Auto Battle for the World’s Cobalt Resources

Elementum

The Democratic Republic of Congo holds the most global cobalt reserves , at around 3.5 Traditionally, companies like Apple haven’t purchased the metal directly from mines, but through brokers like China’s Congo Dong Fang Mining. Cobalt demand will exceed supply by 42% in 2025 and 170% in 2030. million metric tons.