Technology Sector: Rare Metal Dependencies
How the technology sector depends on rare earths, cobalt, tin, copper, and lithium — mapping supply chain vulnerabilities from chips to devices.
Theme
3 Reports
#Cobalt
Nickel to Battery to EV: The Supply Bottleneck Chain
Mapping the nickel supply bottleneck from Indonesian mines through battery cathodes to EV production lines — where the EV transition could stall.
Tesla: Battery Metal Supply Chain Vulnerability
How Tesla battery metal costs in lithium, nickel, and cobalt create margin pressure and supply chain vulnerabilities across the EV industry.