The $193 Billion US-China War You Don't Know About
They're fighting for control of lithium – a key ingredient in EVs and clean energy technology. It's arguably the most important commodity of the 21st century. China owns 80% of global supply. But the US plans to grab a massive slice of the lithium market, which is forecasted to quadruple to $193 billion by 2028, according to Fortune Business Insights.
This Is Creating Huge Investment Opportunities
Graphite Shortage Could Derail the $7 Trillion EV Transition
Graphite (not lithium) is expected to see the largest increase in demand of all battery metals over the next decade. But projections warn of an 8 million ton shortfall of graphite by 2040. That's why 97 more graphite mines are needed just to keep up with battery production for the $7 trillion transition to electric vehicles.
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