1. Analysis: EV Dreams and Industrial Metal Nightmares (also applicable to stationary storage metals)

    Analysis: EV Dreams and Industrial Metal Nightmares (also applicable to stationary storage metals)

    The numbers simply can't work.  For every 100 pounds of energy resources, our planet can produce ten pounds of iron and steel and one pound of nonferrous industrial metals. If you'd rather tighten the focus to oil and the specific industrial metals that are essential for electric drive components, the ratio works out to eleven ounces of industrial metals for every hundred pounds of oil.

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