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

EcoVadis

By way of introduction, could you give us an example of the importance of the supply chain in the transport and automotive sectors? In addition, the development of electric cars equipped with high-capacity batteries (50 kWh) could compromise the availability of certain rare materials, such as cobalt, by 2025. against 35.7

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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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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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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. 85% of disruptions originate in the indirect supply chain (such as mines), where most companies do not have visibility.

Chile 62
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An update on copper

Resilinc

Growing scrutiny of ESG impacts of mining is strengthening demand for sustainably sourced metals —but IEA worries that “higher-performing supply chains may not be sufficient to meet demand.” 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

As a finite but clearly valuable resource locked mostly in countries with difficult-to-track labor standards, cobalt’s supply chain has fallen under intense scrutiny in recent months, and companies are rushing to get their share. The Democratic Republic of Congo holds the most global cobalt reserves , at around 3.5 Conclusion.