Here is an interesting interview especially about the shortage of Lithium
https://conversationswithtyler.com/episodes/jeremy-grantham/
Heres the killer quote
"COWEN: Can the global mining industry produce sufficient raw materials for the green transition?
GRANTHAM: Not as currently configured, no. Not a prayer, not even close.
COWEN: Which is the most binding constraint?
GRANTHAM: Lithium today, I would say.
COWEN: Can’t we fix the lithium —GRANTHAM: If we mined every ounce of lithium that is in the known reserves, it would probably be about 5 percent of what is required to green the entire economy once, forgetting about the fact that every 30 years, it would then need to be replaced."
LKE towards TOP-5, page-16614
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