Well, simply stated the clean energy transition should be clean, right?
Not just out of the tailpipe, but in the overall production process.
The GBA Battery Passport is an important development in addressing the headline concern. It's been endorsed during global policy discussions, including in the 2021 G7 Leaders’ Meeting, the draft EU Directive on Batteries, and by the Canadian and US administrations; but will it take off, be enforceable and desirable to the consumer?
IMO it will, just like the growth the world is seeing in the organic food and beverages market - estimated as a CAGR of around 15% over the next decade.
Most EV charging is done with renewable energy: https://thedriven.io/2020/01/21/a-majority-of-electric-cars-in-australia-are-charged-with-renewable-power/ and public charging networks also source their electricity this way (Chargefox, NRMA, Tesla).
Remember the US and Japan's $20B injection last month into Indonesia to pivot it away from coal https://www.climatechangenews.com/2022/11/15/rich-nations-banks-pledge-20bn-for-indonesias-coal-to-clean-switch/, in the same way the recent Altilium partnership in Indo should start to clean up their part of the nickel EV supply chain component.
Of course, QPM are further progressed (but need to get a wriggle on) in leading this change. What is often forgotten in the direct nickel process, is that we won't get any of the news currently of the Mariana Brazil class action following BHP/Vale's iron ore tailings dam collapse (considered the country's worst ever environmental disaster).
No loss of life, no waterway pollution, no legal distraction and costs, no compensation payouts (Mariana class action demands are currently AUD $9B!).
More attention is being focused by automakers on the sustainability of their product as a point of distinction, such as BMW with it's recovered and recycled ocean plastic, Polestar's animal welfare leather or Volvo fossil-fuel free trucks.
Putting aside whether people will buy the cheap plonk or the premium organic grappa, it's less resource intensive, and that's just seems like good risk-averse business!
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