There’s no such thing as “clean cobalt.” Cobalt extracted under slave-like conditions is mixed into supply from large-scale miners.
Houthi attacks in the Red Sea are making it harder and more expensive to ship parts across the globe to support EV production in Europe.
Indonesia is sticking with its nickel export ban to enhance domestic industry and leverage global battery demand.
Mitsubishi’s exit from China highlights the local market’s shift from traditional internal combustion engine cars to electric vehicles.
The Tesla Cybertruck, with its futuristic and unconventional design, may not appeal to traditional Tesla buyers prioritizing environmental consciousness and aerodynamics.
Tesla will find it ever harder to straddle the volume-premium divide without a successful launch of the Cybertruck.
Indonesia dominates global nickel production, key for EVs, but faces challenges in EV battery chemistry shifts and geopolitics.
Sodium-ion technology can deliver low-cost EVs with sufficient range to suit commuters and city drivers in particular.
As the world’s largest producer of nickel, the most likely place where Indonesia could fit into Tesla’s ecosystem is in batteries.
Green metals opportunities in Afghanistan and Pakistan face serious headwinds, but the potential upside is huge.