From Electric Vehicle Society.
Michael Barnard explains why EVs are not just a technology story — they are also a control story.
In this presentation, Mike breaks down how the global EV transition is being shaped by control over minerals, refining, battery materials, manufacturing, and the middle of the supply chain. He explains how China built such a strong position in electric vehicles and battery supply chains, where the real bottlenecks are, and what that means for Canada’s industrial strategy, competitiveness, and energy future.
This is a clear, big-picture look at the forces shaping the EV market far beyond the vehicle itself.
Topics covered include:
• EV supply chains
• Critical minerals and battery materials
• Why refining and processing matter more than many people realize
• China’s role in the EV transition
• What Canada could do to become more competitive
• The difference between having resources and controlling value creation
• Why electrification is about industry, leverage, and long-term strategy
About Michael Barnard:
Michael Barnard is a strategist, analyst, and commentator focused on decarbonization, electrification, transportation, and energy systems. He is known for helping audiences understand the larger structural forces behind the global energy transition.
If you’re interested in electric vehicles, batteries, industrial policy, critical minerals, supply chains, and Canada’s role in the EV future, this presentation provides important context.
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