This week I discuss OEMS investing in mining to secure access to critical minerals. I share the importance the Bipartisan Infrastructure Law has on the workforce, and I also comment on recent EV safety concerns.
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Hot Topics of 5/1/2023
Mining for Materials:
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Shift to Mined vs. Man-Made Graphite Raises Shortage Risk for EVs
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GM leads new funding in US-based lithium supply company for EV batteries
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Mining M&A spree to keep Australia dealmaking humming after $37 billion in first quarter
Add graphite to the list of critical minerals, along with lithium, cobalt, and nickel, that are central to EV battery production. Meanwhile, countries are taking stock of their natural resources for economic and national security reasons. OEMs find themselves in an unusual position of having to invest in raw materials and associated processes to secure access to critical minerals.
Bipartisan Infrastructure Law: Industrial Assessment Centers Program:
My thoughts:A recent DOE initiative seeks to create Industry Assessment Centers (IAC) to support the US government’s approach to strengthening domestic manufacturing. We must not lose sight of the importance of having a trained and knowledgeable workforce to support the growing EV industry. Adding people to the equation of rebuilding the US manufacturing base is essential to remain competitive in the global marketplace.
EV Safety Concerns:
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Ford F-150 Lightning fire footage highlights a growing EV risk
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Used-Car Buyers Beware: Expect A Flood Of Storm-Damaged Vehicles Returning To The Roads
My thoughts:
EVs are heavy. Some are as much as 1000kg heavier than their ICE counterparts affecting range, tire wear, crash performance, and driving dynamics. Weight also impacts road surfaces and static structures such as parking garages. Perhaps the parking capacity of existing garages will be governed less by space than by weight.
EVs present many design challenges, such as range, charge time, and cost. But one of the most critical aspects of EV design is battery safety. The industry must continue improving the robustness of battery designs to reduce the likelihood and severity of fires.
To read previous Hot Topics, please visit our Feature Stories tab at cargroup.org. 
Best Regards,
Alan AmiciPresident and CEOCenter for Automotive Research
