critical minerals

“I mean, I think the short answer is that you, there is not enough supply of recyclable batteries today to make up for the majority or even close to the majority of the need for critical minerals.”

“You know, the determining step for so many of these things is not fundamentally, you know, acts, access or availability within the earth's crust, but where it is that it gets processed.”

“I just think substitution plus new sources. Over the midterm, mid to longterm, is going to solve this. I agree that there will be years, couple of years, choke points here and there, as we've all, as we've already seen a couple of materials get tight. But I ju…”

“It's that we'll have like periods of more like five years or 10 years where we do have a shortage and the shortage doesn't translate to we can't sell any more electric vehicles. To higher costs for electric vehicles. And that translates to lower demand. And th…”

“The IA's one of the IA's scenarios that gets you sort of close to 1.5 degrees, if not all the way, has critical mineral revenue growing from forty one billion in 2019 to two hundred and sixty three billion by 2040. Again, that's not all the way to 1.5, maybe 1…”

“With critical mineral dominance that China has, most of that is about refining and processing. Those are manufacturing plants, and you can build those in lots and lots of places.”

“Even on a net zero pathway, critical minerals demand does not top thirty million metric tons in 2040, according to the IEA, and by comparison to thirty million metric tons, oil production last year was 4.4 billion. Metric tons. Coal was seven and a half billio…”

“So critical minerals are an input to a manufactured good that can produce energy or store energy. It is not energy. We don't burn critical minerals for energy, and so if we had a disruption in some types of critical minerals, you might see delays and much high…”

“I think Republicans and Democrats look at the critical minerals issue with the same end goal in mind, but they sort of take two different paths to get there. Republicans tend to look at this issue from a national security lens. Democrats tend to try to look at…”

“China dominates rare earths more than basically any other area of critical minerals, which is saying something because China is pretty dominant in a bunch of areas.”

“So I would say none of them because they all require Large capital investments that require certainty and we are in a period of massive uncertainty across the board. So I would actually say I'm fairly bearish on all of those in the near term because I actually…”

“China just, you know, banned the export of six major critical minerals. We make none of these in the United States so that seems like a real big problem.”

“I would just say that my, I guess my prediction would be that in 10 years, maybe or in 20, that just a unit of critical minerals drawn from recycling will be cheaper than a unit of Mind. I think. I think. Eventually. Like, I think it will end up being our prim…”