In the first of this three-part series about metals of the future, we explored how demand for copper, lithium, and nickel has been shaped by the transition to a low-carbon future. In this post, we move on to supply dynamics, where the response to the very pronounced demand shifts observed in these metals has been remarkable. Automakers, equipment manufacturers, and battery cell makers all want to get involved in the value chain of these critical metals, and as we illustrated in our previous paper, demand for these metals is expected to accelerate even further, raising questions about scarcity and the ability of ... (full story)