What is the EV race and why is Tesla winning it?

Paper details:
Questions:

(Introductory) What is the EV race and why is Tesla winning it?
(Advanced) How much money is Ford and its partners planning to spend on new manufacturing sites? Where will these sites be and why did Ford choose these sites?
(Advanced) What business(es) is Albemarie in? Who are its primary peers? Why does Barron’s like Albemarie?
(Advanced) What are the challenges that auto makers face using lithium and why? What are the opportunities that auto makers face using lithium and why?
(Advanced) Please discuss the supply chain for EV batteries. What are the problems with the supply chain and how can these respective issues be addressed and why?
(Advanced) State the bull case for QuantumScape. State the bear case for QuantumScape.
(Advanced) Please look at the “Commodity-Dominant Country-% Mined” list in this cover story. What problems does this data pose for auto makers and why? What can auto makers do to address these respective problems and why?

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