- As it transitions from fossil fuels to renewables, electricity generation will place a burden on the global supply of critical battery minerals.
- The world’s battery capacity must grow 40 times larger than it is today, and electric vehicles will require 80% of that future capacity. There will also be increased need for integrated circuits.
- Competition for both will develop between vehicles and other uses. Trains, trolley buses and other continuously powered vehicles should play a central role in transportation planning, easing the demand for these critical minerals.
Global boom in electric vehicles will strain mineral supply | World Economic Forum (weforum.org)



