The Intersection: Who Charges Your Batteries?
The IQT Podcast
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The Demand Curve Is Growing Exponentially
The demand curve is growing exponentially to some of the things you talk about. It only takes a couple of years to build a battery factory, but it takes six or seven years to build new lithium mine and cobalt mine. You just can't increase the spigot of supply very quickly. We've learned since the 1970s what it means when power over the commodity that animates the global economy is concentrated in few hands. That's OPEC. Who do we need to make our electronics and mobile future work this decade, China? So how do those coexist? That's the question.
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