Government and private industry alike have set ambitious targets for the production of electric vehicles. But will their efforts be short-circuited by a broken battery supply chain?
The Biden Administration wants EVs to account for half of all U.S. new-car sales by 2030. And California is mandating that all new vehicles sold in the state be electric or plug-in hybrids by 2035. So the future of driving is clearly electric, but will progress toward that goal be choked off by a scarcity of raw materials and gaps in the battery supply chain? On this episode, we get the big picture from Rohit Makharia, president and chief operating officer of SES, a developer of lithium-metal batteries incorporating artificial intelligence. He talks about what it will take to create and manage a “closed-loop” battery supply chain — and how long it might take to get there. Hosted by Bob Bowman, Editor-in-Chief of SupplyChainBrain.
A report from the International Energy Agency: “Global Supply of EV Batteries.”
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