[panick21_]

No its not propaganda. Its about that the best minerals people all predict that lithium, cobalt, nickel and graphite is gone be in shortage.

Given the amount of new battery factories, compared to the amount of new mines, you will see a shortfall.

That is why its important to actually consider those things.

[hwillis]

> Its about that the best minerals people all predict that lithium, cobalt, nickel and graphite is gone be in shortage.

6% of nickel is used in batteries. 2.7 million tonnes annually are produced, enough for billions of kWh of batteries.

The majority of spheroidal graphite for batteries is synthetically produced because it has better performance. It can be made trivially from virtually any carbon source, including biofuels.

Lithium is more common than lead. Mines are coming. It is set to be wildly oversupplied.

Cobalt use has been dropping by nearly 50% per generation. It's readily mined outside the DRC, which is just the cheapest.

Some people somewhere need to worry about metal production. The same as people need to worry about polypropylene or vinylene carbonate. People did not worry about indium supplies when the iphone took off, or how it would impact tantalum, or whether we'll have enough quartz to make solar panels. It's not important for the PUBLIC to consider these things; they're trivial in comparison to eg charging infrastructure.

[panick21_]

As I mentioned in my other post. With nickel the demand from other industries is also growing and batteries need high grade. Of high grade nickel is a lot and gathering high grade from current mines coming online is an issue.

However, nickel is the most unlikely to actually cause shortages, but it is still a price risk.

> The majority of spheroidal graphite for batteries is synthetically produced because it has better performance. It can be made trivially from virtually any carbon source, including biofuels.

Natural is usually cheaper and with extreme price pressure you will see that many car makers want to continue to use natural even if its worse in some aspects. The predicted split is about 50/50 this decade. Again, this is price risk.

> Lithium is more common than lead. Mines are coming. It is set to be wildly oversupplied.

You are disagreeing with all expert forecast on the topic. Are you an expert on the field? What is your qualification. If its so easy why are the mines not already here?

There are literally 100+ battery factory in production, all need huge amount of lithium. If you look at all major lithium producers and their expansion plans, its way below that need.

> It's not important for the PUBLIC to consider these things; they're trivial in comparison to eg charging infrastructure.

Of course no supply chain issues are public issues. But that doesn't mean it wont impact the public.