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More 2023 trends: EVs, onshoring, and the three ages of decarbonization

Catalyst with Shayle Kann

CHAPTER

EVs - Are We Going to Bring More Capacity Back to the US?

It's quite possible we have a robust sector built up around EVs that goes further down the value chain. The determining step for so many of these things is not fundamentally access or availability within the Earth's crust, but where it is that it gets processed. And so I think that's going to be really interesting to see if we have the stomach for bringing that kind of capacity back to the United States.

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