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Magnesium crisis. We need to get smarter, and soon (doomberg.substack.com)
20 points by shariat 1638 days ago
2 comments

> Since the production of magnesium is so energy intense, its price chart mirrors that of liquified natural gas, fertilizer, polysilicon, and the many others crossing our terminal today. These cost pressures will soon be passed on to chemicals, food, solar panels, and cars, adding further fuel to the inflationary fires igniting across the globe.

That look at inflation is toward the end of the article. The bulk of the article places more weight on supply-chain breakage, i.e. not at any price.

Magnesium is to aluminum alloy production as small processors are to vehicle production.

Why should we be any more concerned about magnesium than we were about, say, rare earths, where China's ill-conceived embargo demonstrated how little things like '85% market share' were worth?