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Tesla deliveries race past expectations, and with EV demand on the rise,

countries turn to resource nationalism, holding onto critical minerals to guarantee their

share of the green transition. Anything that makes it more difficult to get this out and process it

in the most efficient ways is going to be a handicap for a clean energy transition,

because ultimately it will be to shortage use, which will drive a price of minerals,

which will drive a price of EVs, which are going to make people less likely to buy them.

Plus, can recent stock listings restart the sluggish IPO market?

It's Monday, July 3rd. I'm Luke Vargas with the Wall Street Journal, and here is the

AM edition of What's News, the top headlines and business stories moving your world today.

Ahead of the July 4th holiday, United Airlines is planning changes to avoid a repeat

of a nearly week-long stretch of disruptions that resulted in thousands of flight cancellations.

Several airlines were affected by severe storms that walloped New York last week

with United scrubbing more flights than its rivals and taking longer to bounce back.

United's CEO told employees that the airline plans to reduce flights from its newer

hub and that it's working to acquire additional gates to prevent backups,

and he said the airline is working with the Federal Aviation Administration to better balance

departures and arrivals at the airport. As for ground travel, AAA is forecasting a record

43.2 million Americans will travel by car for the holiday, about 4% more than the previous

all-time high in 2019. Fueling that demand? Lower gas prices. According to gas buddy,

...