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External Publications Critical Minerals

Driving Demand: Assessing the impacts and opportunities of the electric vehicle revolution on cobalt and lithium raw material production and trade

This report assesses the impact and opportunities for developing countries of the boom in demand for raw materials entering into the production of electric vehicle batteries. In particular, it describes how trade policy could play an important role in helping them capture value from this expansion while managing the risks of overinvestment.

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External Publications Critical Minerals

Driving Demand: Assessing the impacts and opportunities of the electric vehicle revolution on cobalt and lithium raw material production and trade

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