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You have to do the calculations.

Assuming we're using the same type of battery technology, a Tesla type battery pack,

and 60% of the cars manufactured worldwide are electric.

How much lithium and cobalt do you need?

Well, about 10 times as much as it's currently being mined.

Hello, and welcome to the Baron Streetwise podcast.

I'm Jackson Cantrell in for Jack Howe, who will be back next week.

The voice you just heard is Bradford Cornell.

He's an economist and professor at UCLA, a senior advisor at BRG,

and the co-author of Global Climate Change, the pragmatist guide to moving the needle.

Brad says the world won't be able to meet current electric vehicle targets

without a drastic increase in the mining of key raw materials like lithium,

cobalt, nickel, and copper.

Is it time to gear up for the mother of all metal squeezes?

We'll hear from Brad and a metal's fund manager,

and also Baron Senior Rider and Resident Battery Expert, Al Rute.

Don't forget your periodic tables.

There might be a quiz and or song later.

...