Idle EV Battery lines find a customer in Data Centres Ford, GM and LG are converting EV battery lines to grid storage for AI data centres. The prize is rich margins, but Chinese pricing, licensing ties and the chance that AI needs less power could strand this capacity twice. Ilkhan Ozsevim
US Hormuz blockade deepens automotive production crisis As US warships begin blockading Iranian ports in the Strait of Hormuz, a crisis that has already shattered aluminium supply, driven oil beyond $100 per barrel and disrupted EV raw material chains has entered a more dangerous and unpredictable phase. Ilkhan Ozsevim
