This article appeared in Mish Talk. "A Mad Rush to Build More EV Factories, But Where are the Minerals?"
"Incentives and free money from the Inflation Reduction Act has triggered an investment boom to build more electric vehicles." But where are the resources?
Where do we get the Lithium, nickel, cobalt, Manganese, and graphite to build all the batteries for the EVs without driving up the cost is a mystery."
And what about the recycling conundrum?
You have to read this.