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Discussion (2 Comments)Read Original on HackerNews
Battery section makes no mention of sodium ion, for example.
The same org has published more recently on the same topic.
Their "Global Critical Minerals Outlook 2025" suggested that demand has risen but supply has risen faster leading to lower prices "especially for battery minerals".
They've moved onto other worries. We will have enough minerals but "we" here means China 95% of the time.