ConclusionThis is not the end of net-zero or the renewable energy industry, in fact, far from it.We expect significant investment across the electric battery and electric vehicle sectors, as well as nuclear energy and some of renewable energy sectors (in particular solar, less so wind energy).Demand for critical minerals to build out the renewable energy sector will therefore continue to grow, but there will be new dynamics including longer-term horizons, splitting of supply chains between the US and China, and new priority demands from industries such as data centers.However, a combination of urgent, massive demand for new energy supply to power AI, just as costs are rising across the renewable sector — as well as general living costs across the world — mean governments, companies and voters have other increasingly urgent priorities. QUOTE Rare earth developments in supply and processing in the US is critical for industry IMO
