Why The EV Industry Has A Massive Supply Problem

The problem is we are using only thinking about replacing gasoline vehicles with EVs. We need to also build robust electrified transportation infrastructure like urban rails and intercity rails. Many parts of the world - Asia and Europe are leaders in building convenient and robust rail system to solve traffic congestion. If we are building EVs so we have all sit in traffic just like before, we haven't solved anything.

Nvidia stock is roaring like many did during the 1990s bubble. But this time around, the hype around new chips is happening in a more mature demand environment. I want to invest more than $300k, but not sure on how to mitigate risk

Successful people don't become that way overnight. What most people see at a glance- wealth, a great career, purpose-is the result of hard work and hustle over time. I pray that anyone who reads this will be successful in life..

I have to give credit where it's due... I love the fact that you guys are producing and posting videos that dive deep into the granular details related to complex issues like electric vehicles, energy storage etc... *I have been so fed up with so many channels that post 2-3 minute videos covering stuff like this that simply cannot adequately cover all of the details!

Easy solution, offer to pay people for their old electronics if they're that valuable to you

I can't remember the last time I watched a corporate news piece that was this well researched and informative. this is the role that press really need to leverage, access to these people and players in the real world.

The wisest thing that should be on every wise individual's list is to invest in different stream of income and don't depend on the government to bring in money especially now the pandemic is hitting the economy

Interesting...my Best Buy wouldn't accept my battery for recycling. I was told that Best Buy doesn't participate in the recycling of batteries anymore

It’s not easy to dispose of old batteries. I wish I can place in Trash cans and they take it away for recycling.

There needs to be a world standard that all batteries are made to be easily recyclable. This would speed the recycle process and reduce/prevent toxic substances going to landfills.

Make device manufacturers make the batteries removable by the consumer, that simplifies recycling straight away!

There is such a thing as LFP Lithium Iron Phosphate Battery from CATL and BYD. Its Cobalt and Nickel Free. Its safer too.

Great reporting. Thank you!

The problem with this...article... is that it only talks about EVs. The effects of the pandemic is affecting ALL manufacturers - both on a minerals and parts supply side. There's a huge demand for materials used in catalytic converters that there' far more thefts coming off of vehicles on the street. Do EVs need to figure out the recycle issues? Absolutely, but so does the rest of the industry. Oh, and don't forget that lithium is abundant and that the amount of that material being used is decreasing as newer chemistries are being worked through.

I get the feeling that by swapping to EV's we are just swapping one problem for another!

Thank you and yes, excellent work indeed. Bravo.

Excellent report! This type of information is typically so obscure or hidden from average consumers. It is so helpful to be educated on the effects and options we have using products. At least this way we can make more informed and intelligent decisions. Thank you CNBC!

29:35 This chart is confusing. How is it possible that LFP batteries are only 6% of the BEV market when China uses mainly LFP batteries for their cars and they were 50% of the EV market in 2021?

excellent journalism. Thank you so much for sharing.

And copper. Each EV uses 200 pounds or more of copper. Improved generation and transmission of electricity will add more to the demand for copper. More lithium, more cobalt, more nickel, more copper all require more mining, never mind the recycling. Recycling is good, but woefully insufficient to the need.