Oh god, another Erlich/Simons bet is needed: what's low is the level of rare earth exploration and exploitation not absolute supply. Is there a supply chain problem? Yes. Are we approaching a mad-max hell war for the last vestiges of humanities wonder mineral? Alas.. no. The ten years meme is based in a false premise. The article even says Australian known sources are only utilised at 14% and yet predicts a long term…
Exactly right. But it makes for a catchy title doesn't it? And if you're research lab is working on anodes for batteries you need to pitch urgency to get the big funding, who wants to fund research for problems that are 50 years out? But cynicism aside, the key to making renewables a practical base load replacement for fossil fueled plants is a solid battery infrastructure. And those batteries aren't 'car batteries'…
No, it's a solid storage infrastructure, of which batteries are only one type.