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The Brief: Understanding the New Global Order: A Look at the Collapse of Globalization

BCA Podcasts

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Electric Vehicles - Problem Number Two

If you want to electrify transport in North America, you need to double the size of the grid. That would probably gobble up almost all of the material or like our quote, share of global materials. We're losing Russian output, and the Russians are a top four producer for about half of this stuff. So this cannot happen with today's technology. Just can't. If the stuff isn't there, does that mean we will walk away from it completely? Not what I'm saying. What I'm saying is we're going to have to make choices about where we want to apply these materials"

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