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lot more batteries. Every major automaker is preparing to pivot from gas and diesel cars to electric and hybrid ones. Ford F-150s and Kia crossovers, Volkswagen hatchbacks and BMW sedans: They ll all plug in instead of fill up. It s a remarkable transformation that will change the way we drive and shake up world energy markets. But the massive shift is raising concern that the world s battery supply chain, from mines to manufacturers, will fail to keep pace, leading to a bottleneck that will slow the pace of electrification and derail companies business plans and the fight against climate change.

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