First published on The global appetite for electric vehicles is growing, but questions remain about the viability of the EV battery supply chain. Demand might increase so quickly in the near term that the supply chain could have difficulties keeping up. In October 2018, J.P. Morgan forecast that by 2025, EVs and hybrid-electric vehicles will account for an estimated 30% of all vehicle sales. In comparison, that figure was just 1% in 2016. "Electrification has accelerated in the eyes of government and the policy sectors," said James Nicholson, a partner with consulting firm EY-Parthenon. "It’s accelerated in the eyes of the consumer, in terms of their expectations around electrification, and the numbers that will actually buy or would consider buying [an EV], so there’s a natural supply and demand imbalance that’s coming."