NEW REPORT REVEALS THE GLOBAL SUPPLY CHAIN CRISIS BEHIND THE NEWEST ELECTRIC CARS
A new analysis from Goldman Sachs confirms that the biggest risk to the newest electric cars isn't demand, but a tight supply of critical battery metals. CEO sentiment is shifting from growth-at-all-costs to securing raw material access, as EV margins remain squeezed by 12-18% year-over-year for top OEMs. For the C-suite, the strategic pivot from production targets to vertical integration on lithium and nickel is the only path to protecting market share in 2024. In short: if you don't own the mine, you don't own the margin.