Hi spiff,You might want to read "The role of critical metals in clean energy transitions" by International Energy Agency". Quote: "The picture for near-term supply is mixed. Some minerals such as lithium raw material and cobalt are expected to be in surplus in the near term, while lithium hydroxide, battery grade nickel and certain REE's (eg. Neodymium and dysprosium) might face tight supply in the years ahead as demand rises. ".
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