The video below illustrates some of the current power struggle behind the rush to automotive electrification. And as a backdrop, here’s basically what you need to know going in. China has a global grip on EV battery mining & production. They invested into it early & got way ahead of the game. So it shouldn’t be surprising that China is pushing an all-in EV transition, and selling to the West as ‘sustainable’. But here on our soil, the US legacy auto manufacturers are dependent on China to build EVs. That leaves them vulnerable, so they’re now working & spending overtime… to try and free themselves from that dependency. But it will involve a lot of catch-up, dirty politicking, and likely mining and/or refining lithium here at home. Somehow drilling for oil = bad. And mining craters into the earth for lithium = green. I still haven’t figured that part out yet, but I’ll be sure to update this article when I do.
