* The growth in EV demand is outpacing the infrastructure needed to charge them, with experts predicting the need for more than a million new public EV charging stations in the U.S. by 2030 to accommodate the demand. * Both cobalt and silicon, which are crucial for renewable energy sources like EV batteries, are in oversupply, causing bearish pressure on their prices; increased output from the Democratic Republic of the Congo and China is a key reason behind this. * The production of grain-oriented electrical steel (GOES), necessary for the power sector and increasingly hard to source, is facing difficulties...