BUSINESS
Who says China has locked in the EV supply chain?
As the battery supply chain gets concentrated in the hands of a few countries, a forgotten metal could help emerging and developing markets avoid getting left behind
BUSINESS
Who’s got it right on EVs: Elon Musk or Warren Buffett?
Berkshire Hathaway-backed BYD is blowing past its competition, and could start supplying batteries to rival Tesla
BUSINESS
Is anyone actually making electric vehicles?
Investors rushed to check off their ESG-friendly holdings, happily backing anything that seemed tech-y and green. They appeared to ignore the basic requirement of a manufacturing company: Can it actually make the product?
BUSINESS
Tesla Is Hedging Its Global EV Supply Chain Bets on Indonesia and India
Elon Musk is hunting for new Asian production hubs for his EVs. Indonesia looks like the clear winner, while India appears to have missed the boat.
BUSINESS
The US is losing the EV battery race
China is already well ahead of the competition, and has cornered 60 percent of the world’s powerpack supply
