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  "documentTitle": "Battery materials demand and supply perspective",
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      "text": "Li-ion battery cell demand growing >30% per year over the next decade as the transition to EVs keeps on accelerating\nThis leads to mining supply gaps for the main battery materials\nNickel facing most severe gaps, with largest issue for Class 1 Nickel, exacerbated by the Ukraine/Russia conflict (Russia exporting ~25% of Class 1 Nickel globally)\nLithium also facing supply gaps but sources more globally available and technology evolving\nCobalt being substituted away, avoiding severe future supply gaps\nIf and when clear supply gaps would realize, expect more substitution and/or moves to other modes of propulsion",
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