Electric Vehicles
Product
The demand for EVs drives the need for nickel, discussed in the context of supply chain issues.
Mentioned in 2 videos
Videos Mentioning Electric Vehicles

E27: The Great Inflation Debate, Amazon gets spicy on Twitter, rethinking supply chains & more
All-In Podcast
The demand for EVs drives the need for nickel, discussed in the context of supply chain issues.

AI, Data Centers, and the Infrastructure Needed to Power Them | a16z
a16z Deep Dives
The scaling of supply chains to support EV growth is seen as a positive precedent that can be leveraged for new energy infrastructure. The slowing growth of EVs allows for this momentum to be redirected.