# The Hidden Cost of EV Battery Raw Material Sourcing

Page: https://stenobird.com/podcast/climate-economics-with-fexingo-carbon-pricing-green-policy-and-sustainability-costs-7871781/the-hidden-cost-of-ev-battery-raw-material-sourcing
Text version: https://stenobird.com/podcast/climate-economics-with-fexingo-carbon-pricing-green-policy-and-sustainability-costs-7871781/the-hidden-cost-of-ev-battery-raw-material-sourcing.md
Podcast: [Climate Economics with Fexingo: Carbon Pricing, Green Policy, and Sustainability Costs](https://stenobird.com/podcast/climate-economics-with-fexingo-carbon-pricing-green-policy-and-sustainability-costs-7871781)
Published: 2026-06-26T07:06:13+00:00
Episode link: https://audio.fexingo.com/business/climate-economics/episode-0074.mp3
Audio file: https://audio.fexingo.com/business/climate-economics/episode-0074.mp3
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JSON: https://stenobird.com/v1/public/podcasts/climate-economics-with-fexingo-carbon-pricing-green-policy-and-sustainability-costs-7871781/episodes/the-hidden-cost-of-ev-battery-raw-material-sourcing
Duration seconds: 475

## Resource

In this episode of Climate Economics, Lucas and Luna examine the often-overlooked economic and environmental costs of sourcing raw materials for electric vehicle batteries. They focus on lithium, cobalt, and nickel, discussing how price volatility, geopolitical risks, and ESG pressures are reshaping supply chains. The episode details a 2026 study from the International Energy Agency showing that raw material costs now account for over 60% of total battery pack costs—up from 40% in 2020. They explore how automakers like Tesla and BMW are investing in direct sourcing and recycling to mitigate risks, and why the race for 'green' batteries depends on more than just tailpipe emissions. #EVBatteries #Lithium #Cobalt #Nickel #SupplyChain #CriticalMinerals #IEA #Tesla #BMW #BatteryRecycling #ESG #GeopoliticalRisk #RawMaterials #GreenTransition #Economics #ClimateEconomics #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo

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