Teslag said:
Which metals? Be specific.
Newer EV batteries don't use cobalt.
I believe the metals in EV batteries are as follows with Russia's rank in global production
Graphite - 6th
Aluminum - 3rd (China runaway leader, everyone else small time)
Nickel - 3rd
Copper - 8th
Steel - 5th (again China runaway leader)
Manganese - N/A
Cobalt - N/A
Lithium - N/A
Iron - 5th
It turns out China is actually bigger than Russia in many of those but I would argue that doesn't inspire confidence in the future supply of those minerals at any scale never mind the scale we'll need to make this transition.
I'm happy to see a shift away from Cobalt but is it gone or reduced? Latest I could find is that Tesla says half of their new cars have batteries that don't use Cobalt. That was a year ago. You probably have more recent data than that.
It's also my understanding that in order to facilitate mass adoption of EV we're going to have to realize production gains of those minerals that is at least a couple of multiples of what we produce today globally. This is probably the biggest red flag for me. It seems naive to think we're going to see rapid expansion of global mining in a world that's increasingly unstable just so Americans can feel better about their cars.
To be clear I love the idea of truly clean energy and I've said on here a thousand times I don't care if my car is powered by cow patties as long as it works. If we reach a point where we have sufficient power and sufficient raw materials then great but this forced adoption of green energy and EV is simply green communism. No this thread isn't about green energy but it's all tied together particularly since it's all being forced upon us by the same people.
A fearful society is a compliant society. That's why Democrats and criminals prefer their victims to be unarmed. Gun Control is not about guns, it's about control.