Between now and 2030, as much as 75 percent of growth in the supply of lithium, nickel, cobalt, and rare earth elements will come from just a handful of countries, according to the latest Global Critical Minerals Outlook report by the International Energy Agency. For the types of graphite used in batteries, nearly 95 percent of supply growth will likely come from China.
NTD talks to Diana Furchtgott‑Roth, the director of the Center for Energy, Climate, and Environment at the Heritage Foundation, to find out the potential risks.