“Mineral Security” Policy for Electric Vehicle Battery Minerals

The global shift to electric vehicles (EVs) is increasing demand for the minerals used in EV batteries.

This report examines the economic and geopolitical risks linked to these critical materials, focusing on how market power can affect both the availability and pricing of supply.

While concerns exist around the concentration of mineral processing and extraction in certain regions, the report finds that the ability to carry out targeted supply cuts is limited.