General Motors

Company · US · 2 documents

Key number

70%

Share of expected copper demand covered by projected supply at 2035. LIFTT p.2

Key number

$141 billion

U.S. battery-related project investments since 2022. Academic research p.10

Report

LIFTTMay 202618 pages

Projected supply at 2035 covers only 70% of expected copper demand, 61% of lithium, and 85–89% of nickel, cobalt and graphite.

Research paperAcademic researchAugust 202651 pages

In 2025, CATL held 39.1% of the global EV battery market, BYD 16.4% and LG Energy Solution 9.3%.