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The supply chain for electric car batteries is changing the world's geopolitics

The rising demand for electric vehicles is changing the geopolitical landscape, as the world pivots away from fossil fuels towards the materials critical to the EV supply chain. As manufacturers and countries race to secure the supply of raw materials for EV batteries, new opportunities and geopolitical risks are emerging. Benjamin Jones, Viet Nguyen-Tien, Robert Elliott and Gavin Harper write about the implications of the race for battery-critical resources.

Robert J.R. Elliott, Gavin Harper, Benjamin Jones and Viet Nguyen-Tien

27 June 2023

LSE Business Review

This work is published under POID and the CEP's Growth programme.

This publication comes under the following CEP theme: New technologies and productivity