Roberts: Substitution and market supply will solve critical mineral shortages long-term
David Roberts · The Volts crossover episode · Nov 3, 2023 · at 59:14
Dave Roberts and Shayle Kann debate whether mining constraints and critical mineral supply will derail the pace of clean tech adoption.
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“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 just think in the fullness of time, The multi-billion dollar global market, the entire global transition that's running now is just going to stampede over those problems, and in retrospect, we'll look back, and I think we will, that will not be as big of a deal as we are now expecting it to be.”
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