Electric Mobility Trends 2025: The Hidden Supply Chain Revolution Behind EV Adoption
This article takes a deep, slow-analysis approach to electric mobility trends, moving beyond headline EV sales figures to uncover the underlying economic logic and supply chain pressures. We examine how rising battery demand is reshaping global mining, refining, and manufacturing—from lithium and cobalt bottlenecks to gigafactory capacity wars. By integrating findings from the IEA's Global EV Outlook, BloombergNEF's battery price surveys, and trade reports from key mineral producers, we reveal a market that is less about consumer enthusiasm and more about raw-material geopolitics and cost parity thresholds. The article also explores the lesser-known role of recycling infrastructure and solid-state battery timelines, offering investors and policymakers a grounded view of where the industry truly stands.