贝恩：在不确定性中建立有弹性的全球电动汽车供应链(英文 16 页)

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Building a Resilient Global EV Supply Chain Amid Uncertainty

At a Glance

• The Inflation Reduction Act continues the diversification trend and has catalyzed investment in the US electric vehicle supply chain.

• Analysis suggests a sufficient supply of key minerals to meet IRA requirements for US or free-trade area sources.

• However, risks include the possibility that some regional and global supply/demand imbalances will potentially exist across the EV value chain.

• Amid uncertainties, building flexible strategies, transparency, and creating partnerships to derisk investments is key.

在不确定性中建立有弹性的全球电动汽车供应链

乍看上去

• 《降低通货膨胀法案》延续了多元化趋势，并催化了对美国电动汽车供应链的投资。

• 分析表明，关键矿物供应充足，可以满足 IRA 对美国或自由贸易区来源的要求。

• 然而，风险包括整个电动汽车价值链中可能存在一些区域和全球供需失衡的可能性。

• 在不确定性中，建立灵活的战略、透明度并建立合作伙伴关系以降低投资风险是关键。