Thread on the national security implications of #ElectricVehicles
1- Graphite Production
Not in Europe! Not in the US!
2- Lithium Production
Not in Europe! Not in the US!
3- Cobalt Production
Not in Europe! Not in the US!
4- Nickel Production
Not in Europe. Candian and US production is small.
5- Oil Production
- The US remains the largest oil producer in the World
- Canada is among the top 4 producers
- The oil industry is diverse and not as concentrated as the minerals above
- The same applies to natural gas #Oil #OOTT #COM #LNG
6- If you believe that Europe & US have launched wars for oil, although oil is produced in US & North Sea in large quantities & produced in a large number of countries, what will happen to HIGHLY concentrated minerals that are badly needed to transition to a green future? #OOTT
- A colleague said that Copper is missing and he is right.
- Very little exists in Europe (Poland &Spain), US is 5th in the world (half of what Peru produces)
- While it is not as concentrated as other minerals above, it is way more concentrated than oil ad gas.
#Copper #Climate
China ad Russia has close to half of the world's reserves of rare earth metals. These 17 metals are not only essential for all kinds of technologies, including the "green" technologies. #Climate #RareEarths
Here: reuters.com/article/us-usa…
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