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Energy Transition & the Battery-Metals Supercycle: A New EV Order

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📌 The Energy Transition & the Commodity Supercycle — A New Order in the EV & Battery Era The 21st-century energy transition isn’t just an environmental policy. Using real cases and numbers, this piece explains how the battery-metal supercycle—lithium, nickel, cobalt—is reshaping global supply chains and investment strategies. --- Part I. The Massive Shift Triggered by the Energy Transition 1. Why an energy transition? One of humanity’s greatest challenges in the 21st century is global warming and climate change. For roughly two centuries since the Industrial Revolution, we’ve powered economic growth by burning fossil fuels—coal, oil, and natural gas. But the resulting buildup of greenhouse gases, including carbon dioxide (CO₂), in the atmosphere has driven a rapid rise in average global temperatures. According to the UN’s Intergovernmental Panel on Climate Change (IPCC), average global temperatures have already increased by about 1.1°C compared to pre-industrial le...