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."
Here is an interesting interview especially about the shortage...
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