The energy historian who says rapid decarbonization is a fantasy
Take lithium for example. Famous for being the big part of an EV battery. Lithium is up about 5x in approximately a year and about 3x in 3-4 years, in terms of price. And we are going to need even more, hence we need to procure supplies.
How long does a lithium mine take to build? Can we build this lithium mine in a country that Europe&#x2F;US can do business with(question that is really serious after Ukraine)? Do people want to see a lithium lake in Europe&#x2F;USA, knowing the sorts of pollution it causes? What about recycling those batteries?
And all of those questions just for lithium. Cobblt, REMs needed for solar panels, etc have their own questions.