Navigating the Electric Vehicle Supply Chain: Insights and Strategies

In this episode of Need to Know John Milewski takes a look into the world of electric vehicles (EVs) and the dynamic supply chains essential to their development and manufacturing.  The panel of experts, including Duncan Wood, Jasper Jung, and Sham Kunjur shed light on the impact of the evolution of EV supply chains, the impact of legislation like the Inflation Reduction Act, and the importance of partnerships and investment in critical minerals processing infrastructure. 

Takeaways

• Electric vehicle supply chains are highly complex, involving multiple levels and international cooperation.
• GM has adopted a strategy of vertical integration to secure sustainable, scalable, and cost-competitive supply chains.
• Partnerships and alliances with companies and countries around the world are crucial for a robust and resilient value chain.
• Weaknesses in processing infrastructure for critical minerals pose challenges for the electric vehicle industry.
• Government support, including funding and clarity in policies, is essential for the growth of the industry.
• Staying the course and nurturing international cooperation are key to the success of electric vehicle supply chains.

Chapters

00:00 Introduction and Overview
01:02 Complexity of Electric Vehicle Supply Chains
07:35 The Importance of Partners and Allies
09:49 Weaknesses and Immediate Concerns
13:42 The Role of Government in Supporting Industries
22:25 Closing Thoughts