Electric vehicles aren’t just reshaping the auto industry, they’re reshaping global power. Behind every battery sits a world of contested minerals, fragile supply chains, and geopolitical leverage. This episode dives into the high-stakes race for lithium, cobalt, graphite, and the refining capacity that turns raw rock into the engines of the energy transition.

From China’s dominance in processing to the scramble for new mining frontiers, David and Simon explore whether the world can scale EV production without triggering a resource crunch. They unpack the risks of concentration, the promise of reshoring, and the wildcard technologies that could flip the map overnight.

Join David Carlin and Simon Messenger as they trace the winners, losers, and looming tensions in the global EV supply chain and ask whether the road to electrification is paved with opportunity, instability, or both.