Carmakers are reeling from a crippling shortage of semiconductors that’s put the industry on high alert to identify other vulnerabilities in their supply chains. Access to enough battery cells and raw materials like cobalt and nickel will be critical to established carmakers’ electric transformations. EV leader Tesla Inc. has gone so far as to clinch metal-supply deals with miners. QUOTE
Cobalt supply critical in the EV market IMO
https://www.bloomberg.com/news/articles/2021-09-06/bmw-orders-up-24-billion-worth-of-batteries-as-ev-demand-grows
Carmakers are reeling from a crippling shortage of...
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