Tesla cofounder JB Straubel warns: ‘Do the supply chain math “So many OEMs (automakers), countries, factories, and customers are leaping into EVs and making huge announcements about going full electric this decade or next, but I don’t think that they have done the math fully when it comes to what it entails in the supply chain and tracing it all the way back to the mines.”
The former Tesla CTO compared it to the industry jumping onboard a giant flight that has been grossly overbooked.
He added:
“They are all saying that they are switching to electric at the same time. I do think we are going to have a really painful time at it. It’s not going to be just a battery shortage, it is going to ripple through the whole supply chain. It will be maybe nickel shortages, cathode shortage, maybe on another day it will separator shortage.