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.

Rising gasoline prices are lifting electric vehicle sales globally, but concerns are growing that the United States could fall behind because supply is not keeping pace. Europe set monthly records in March for EV and plug-in hybrid sales, with growth also continuing in Asia and Australia. Analysts cite high oil prices and ample Chinese EV supply as key drivers in parts of Asia. In the United States, demand indicators are improving, but fewer models and cancellations are constraining supply.