The metals concentrated in an electric vehicle — lithium, nickel, cobalt, graphite, copper and magnet rare earths.
Metals and minerals essential for electric vehicle manufacturing, including lithium, cobalt, nickel, graphite, copper, rare earths, and aluminum. An average EV contains 10x more critical minerals than a conventional vehicle, driving rapid demand growth.
An EV uses roughly three to four times the copper of a combustion car, and its motor needs NdPr magnets. Those two exposures are more durable than the cathode metals, whose demand shifts with chemistry.
108 terms have their own page: the definition, why it matters to an investor, where it shows up in practice, and the mistake people make with it.