https://www.eia.gov/todayinenergy/detail.php?id=54939
The USA intends to install 10 GW of battery storage in 2023 and to repeat the exercise in 2024.
Europe projections would be similar, as would Asian.
Think about what this means for Ni Cu Al demand.
This, plus electric vehicles, plus major grid enhancements equals staggering metals demand.
We dim retail investors can see this, and know how long new mine production takes to come on.
Where is all the metal coming from?
Ash
Critical Minerals, page-37
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