Apple shipped roughly 230 million iPhones last year, each with a lithium-ion battery that eventually needs replacing. But the real story is where those battery materials come from. For years, the industry relied on cobalt from the Democratic Republic of Congo and lithium from Australia and Chile, often with opaque supply chains. Apple has been quietly building an alternative: direct deals with miners, investments in recycling technology, and even in-house battery cell research. In this episode, we trace Apple's journey from being a customer of the battery market to becoming a force reshaping the entire supply chain. We look at their 2025 goal of 100% recycled cobalt, their partnership with a Canadian cobalt miner, and their work on direct lithium extraction in Chile. Plus, what Apple's battery strategy means for competitors like Samsung and for the broader push toward electric vehicles. If today's deep dive gave you something useful, remember that listener support keeps this show ad-free at buy me a coffee dot com slash fexingo.