A Critical Assessment of the IEA’s Net Zero Scenario,..
June 2023
Excerpt:
"4.3. Critical Mineral Supply Challenges Under NZE, the world will need to mine enormous amounts of critical minerals used for solar panels, wind turbines, batteries, and grid networks. As discussed in Chapter 1, the incremental need for critical minerals, particularly lithium, graphite, cobalt, and nickel, will be at least 1,800% by 2040, even in a less aspirational scenario. In the more aspirational NZE, these percentages will likely escalate quickly for all critical minerals ”
https://assets.realclear.com/files/...n_of_investment_in_new_oil_and_gas_fields.pdf
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