Research
Electric vehicle battery materials supply disruptions can be mitigated with chemistry changes and recycling
Nature · By Jason O’Connor ·
The Brief
- A Nature Communications study examines EV battery materials supply disruptions in the US.
- The study finds such disruptions could cost tens of billions of dollars.
- Feasible changes in battery chemistry and increased recycled lithium supply are presented as mitigations.
Why it matters
The findings quantify the economic risk of battery material shortages and point to chemistry changes and recycling as levers that could reduce it, which matters for anyone following EV supply chains and climate or industrial policy.
Who’s affected
- researchers and policymakers working on EV supply chains
- battery industry and recyclers
- anyone with a stake in US electrification policy
- #batteries
- #electric vehicles
- #lithium
- #recycling
- #supply chain
Nature Communications, Published online: 10 November 2026; doi:10.1038/s41467-026-79046-y This study shows that disruptions in US battery materials supply could cost tens of billions of dollars. However, feasible changes in battery chemistry and increasing recycled lithium supply…
Timeline
Study published online in Nature Communications
nature.com
Electric vehicle battery materials supply disruptions can be mitigated with chemistry changes and recycling