Critical Minerals & The Battery Passport
Lithium, Cobalt, Nickel: The geopolitics of the new energy economy.
Li Demand
42x
Growth by 2040 (IEA)
Processing
China
Controls 65% of Capacity
Recycling
$80B
Market Value by 2030
Executive Summary
The internal combustion engine ran on oil; the EV runs on critical minerals. Control over the refinement and processing of Lithium and Nickel is the new energy security paradigm.
The Battery Passport
New EU regulations require a "Battery Passport" for every EV, tracking the provenance, carbon footprint, and recycled content of the battery pack. This digital twin requirement creates a massive data management challenge for OEMs. EV.NET could serve as the public-facing registry or verification authority for this new transparency standard.
Lithium: The New White Gold
Despite short-term price volatility, the long-term structural deficit for Lithium remains. New extraction methods, such as Direct Lithium Extraction (DLE) from geothermal brines, are being deployed to meet demand without the environmental impact of open-pit mining. Sustainable sourcing is becoming a key brand differentiator.
Urban Mining (Recycling)
As the first wave of EVs retires, "Urban Mining"—recovering metals from spent packs—will become a primary source of materials. Redwood Materials and others are building a circular economy. A domain like EV.NET is perfectly suited to host the marketplace for second-life battery trading and recycling logistics.
Own the Digital Infrastructure
As the market for Mining matures, authoritative digital real estate becomes scarce. EV.NET is the category-defining asset for this sector.
Acquire Domain Asset