An opinion piece from Wood Mackenzie, published today, highlights the growing volatility and risks in the global battery metals supply chain. The analysis warns that new tariffs, trade disputes, and supply bottlenecks are fundamentally reshaping the market from raw material extraction to finished products. It emphasizes that overreliance on China for these critical materials is a key factor driving this instability. The report suggests that companies need to understand these shifts and act proactively to secure a competitive advantage before the next supply crunch. This includes strategic sourcing, investing in new technologies, and a better understanding of the geopolitical landscape. The analysis provides a clear warning to market participants that a failure to mitigate these risks could lead to significant disruptions, increased costs, and loss of market share. The piece serves as a timely reminder that the green energy transition is not without its own supply chain challenges.