Gil Michel-Garcia is co-founder of EVelution Energy, which is building a solar-powered cobalt processing facility in Yuma, Arizona that could supply enough material for 1 million EV batteries a year to US auto manufacturers. And how competition for critical mineral supplies between China and the West will shape his sector as well as a lot of the politics of the next decade.
Cobalt is one of those minerals that has seen wild price swings over the past couple of years:
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