Batteries

Column / Harder Line

The energy and climate change puzzle

An illustration of puzzle pieces with images of climate protests and newspaper headlines
Illustration: Rebecca Zisser/Axios

People often ask me how I decide what to cover in this noisy and disparate energy and climate change beat. My answer: I stay focused on the puzzle.

The big picture: I look at the various factors that go into reducing greenhouse gases in a world that depends upon the energy resources that emit them. That is a simple deduction of what is a complex dynamic. Like puzzle pieces, these numerous factors work in tandem, not in isolation.

Troubles may loom for the battery supply chain for electric vehicles

Data: Wood Mackenzie; Chart: Axios Visuals

There could be a "supply crunch" for cobalt, lithium, and nickel used in batteries for electric vehicles and other applications as soon as the mid-2020s, the consultancy Wood Mackenzie said Wednesday.

The big picture: The chart above shows their projections of demand for materials used in EVs but also batteries needed for consumer electronics and energy storage.