"...According to S&P Global Market Intelligence estimates, EVs...

"...

According to S&P Global Market Intelligence estimates, EVs manufactured in the U.S. will demand nearly 150 gigawatt-hours of battery capacity by 2025, a roughly 750% increase over the 20 GWh of batteries that went into American EVs last year.

Roughly 30,000 metric tons of cobalt, 165,000 metric tons of graphite, 125,000 metric tons of lithium, and 95,000 metric tons of nickel will be needed each year to manufacture these batteries.

In comparison, all sectors of the U.S. economy consumed approximately 8,700 metric tons of cobalt, 35,000 metric tons of mined graphite, 2,000 metric tons of lithium, and 200,000 metric tons of nickel during 2020, according to the United States Geological Survey."

https://www.metaltechnews.com/story/2021/11/24/news/ev-cart-ahead-of-critical-minerals-horse/773.html#:~:text=According%20to%20S,States%20Geological%20Survey.