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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. But nobody is talking about the supply chain for these vehicles, and the capacity required to build them. You guessed it – China – which has nabbed the biggest commercial deposits of cobalt in the Congo. And how will we mine them?

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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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The (Potential) Value of Labeling in the Lithium Ion Battery Supply Chain

The UCLA Anderson Global Supply Chain Blog

Correspondingly, demand for lithium-ion batteries has also increased and is expected to continue increasing – the lithium-ion battery market is thought to have a CAGR of 14%, with the transport sector accounting for 60% of the market by 2025. [1] Hence, there is significant value in the supply chain for batteries waiting to be unlocked. .

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An update on copper

Resilinc

According to the IEA report, clean energy technologies such as solar PV, wind turbines, and electric vehicles require far more minerals than conventional fossil fuel energy technologies. “A Supply gaps might emerge after 2025 … with the expected rise in demand created by the energy transition.”.