The Interest of Mineral Raw Materials in the Development of Electric Vehicles

This paper examines the outlook for the supply and demand of mineral raw materials, as related to strong growth in the introduction of electric vehicles (EVs) in the near future. Given the nature of the topic to be addressed, this analysis will be global in scope. It will also focus on batteries, as the fundamental element differentiating EVs from internal combustion vehicles. An analysis of the readiness of the supply side to respond to a major increase in demand for the various raw materials involved shows very substantial differences between the different supply chains, including those of substances classified as critical. No less important are the geopolitical consequences that might threaten some aspects of the market.