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US funding backs Brazil rare‑earths—critical for EV magnets, reducing China reliance and tightening supply chains for Tesla and rivals.
Copper joins the critical minerals roster—key for EV wiring, chargers, and high‑power corridors, signaling policy push for domestic supply.
Sodium‑ion could ease lithium pressure—watch its impact on affordable mobility and future battery passports.
Standards gaps closing fast—critical for battery‑passport adoption and high‑power corridor financing.
Musk’s mega‑pay ties CEO incentives to bold growth—will this drive Tesla’s aggressive rollout or heighten governance risks?
Brazil’s rise underscores the geopolitical risk to lithium supply—Australia must act to keep its upstream advantage.
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