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Old 08-11-2017, 12:31 PM   #20
SeeGeeWhy
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All rare earth elements and especially copper will have very similar stories following them.

This is a totally predictable and real consequence of the push to convert the grid to "renewables". The higher the generation mandate, the higher demand for smart grid and transmission increases, the higher the demand for battery storage goes, the higher the demand for EVs climbs, the more we electrify, automate and cognify... the more we will need of these materials. This should NEVER be a surprise to anyone as this all plays out. "replacing" fossil fuels with sources that are extremely diffuse, variable, and low density will require a humongous amount of STUFF to even come close.
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