>"Clean energy will drive up demand for critical minerals, but the world isn’t on track to produce enough, according to a report by the International Energy Agency. That shortfall could hold up progress on climate change goals."

These are interesting times. Tesla warned Trump about this. However, let me also give a cautionary note: 1. "The soup is served warmer than its spooned". Things always seem worse at the beginning and it cools off as you go along. 2. Humans always have blind spots for innovation and competition. I've referenced one company before - Meyer Burger - who just released solar panels that require way less silver. I expect there is a lot of groundbreaking innovation coming in the next few years which is pretty typical coming out of huge inflation times that demand it.

“If they get from the governments unmistakable signals that clean energy technologies are the technologies of tomorrow, then I believe this investment will flow,” he says. Until then, limited supplies of critical minerals will loom large over any global action on climate change.