Mobility
EV competitiveness increasingly hinges on supply chains as battery recycling, low-carbon materials shift accelerates
Electric vehicles are changing the auto industry’s supply-chain structure faster than internal-combustion models, with clearer momentum in battery recycling and reuse, the use of low-carbon steel and aluminium, and responsible sourcing of battery minerals. A new leaderboard noted automakers moving toward cleaner, more transparent supply chains. Regulation and consumer demand are pushing the trend, while some problems such as coal-based steel and labour issues persist. Companies are starting to market supply chains as a competitive edge.