Supplying the EV revolution

– will there be enough metal?

Demand for batteries is set to increase at an unprecedented rate over the next few decades.  

Lithium, nickel and cobalt markets have already been reshaped to supply current EV battery requirements and going forward, each of the battery raw materials will face unique supply challenges once EV penetration really starts to accelerate.

Without sustained lithium, nickel and cobalt supply there will be no EV revolution.

We take a look at how the supply of key battery metals is a considerable risk to the whole EV story.


  • Lithium – brines, spodumene and conversion capacity
  • Cobalt – there's no escaping the DRC
  • Nickel – less cobalt means more nickel

To download this insight please complete the form and look out for our next battery raw material analysis coming in November 2018.