UBS says ID.3 is the “most significant bet on EVs made by any legacy carmaker to date” prompting a super bullish upgrade to demand for lithium, nickel, cobalt, rare earth and graphite
The US government is working to help American miners and battery makers expand into Canada, part of a strategy to boost regional production of minerals used to make electric vehicles and counter Chinese dominance.
A growing number of research organizations, universities and governments have started gaming out the gritty geopolitical implications of a globe dominated by green energy.