Perspective
19 June 2018
No rules resource nationalism: A growing threat to EVs?
In:
Agri/Soft Commodities, Infrastructure, Metals and Mining, Oil & gas, Power, Renewables, Transport
Region:
Middle East & Africa, Americas, Asia-Pacific, Europe
Resource nationalism is always present, but a recent increase in intensity fuelled by an uptick in commodity prices has got some in the growing electric vehicle (EV) market worried. In short, resource rich governments now have the balance of power in a highly competitive global market for lithium and cobalt resources, and long term supply contracts and regulation are being renegotiated with increasing frequency.
