CatalystMacro

CHINA EV TRANSITION FACES A LITHIUM BOTTLENECK FIRST AND A COBALT SQUEEZE NEXT

Lithium bottleneck and cobalt squeeze threaten China's EV

What changed

Lithium bottleneck and cobalt squeeze threaten China's EV

Why it matters

Lithium bottleneck and cobalt squeeze threaten China's EV — impact context not separately stored; see What changed.

Sources