Interesting article, thanks! Yeah, the move to electrify everything will have absolutely tremendous resource impacts-- I have been doing quite a bit of critical mineral policy work in the last ~6 months in the U.S. and the mining co's I talk to are all saying that the world needs to wake up and quick to just how many minerals need to be pulled out of the ground and that it'll take a whole of world collaboration to do it. Right now wealthy countries seem to prefer to let extraction happen in the developing world and processing in China because it's dirty and environmentally fraught, but something will break sooner or later because the demand is just astronomical. Maybe new mixtures will catch on (e.g. more high-end car manufacturers moving to LFP because of issues with the cobalt supply chain despite lower performance) but there's still going to be a lot of rocks that need to be dug out of the ground (or from space but no legacy mining co I've talked to believes that's realistic).
