...companies in Europe and the U.S. are furiously building dozens of gigafactories—Elon Musk’s term for massive EV battery factories. The upshot is that every $2 billion gigafactory will, over a decade of operation, purchase some $20 billion of battery minerals and materials. One might reasonably wonder: Purchase from where? And who benefits? ...companies in Europe and the U.S. are furiously building dozens of gigafactories—Elon Musk’s term for massive EV battery factories. The upshot is that every $2 billion gigafactory will, over a decade of operation, purchase some $20 billion of battery minerals and materials. One might reasonably wonder: Purchase from...