Transportation is the number one source of carbon emissions in the United States– making the sector crucial to decarbonize quickly to limit the climate crisis. States like New York and California banned the sale of gas cars by 2035 and the 2022 Inflation Reduction Act made major federal investments in electrifying transportation. As a result, US consumers are embracing electric vehicles (EVs), with over half of the nation’s car sales predicted to be electric by 2030. This is a critical juncture. Decisions made now will affect the speed of decarbonization and the mobility of millions. Zero emissions transportation will also see the transformation of global supply chains, with implications for climate, environmental, and Indigenous justice beyond US borders.
A crucial aspect of electrified transportation is new demand for metals, and specifically the most non-replaceable metal for EV batteries– lithium. If today's demand for EVs is projected to 2050, the lithium requirements of the US EV market alone in 2050 would require triple the amount of lithium currently produced for the entire global market. This boom in demand would be met by the expansion of mining.