1 Comment

Good post, some nice writing.

If you haven't already seen it, there'a very detailed analysis of materials requirements for wind/solar/batteries done by the IEA. I linked and discussed it at my post here:

https://chicagoboyz.net/archives/66042.html

Also, an in-depth analysis of semiconductor supply chains and materials requirement, originally at Nikkei Asia and reprinted in Financial Times:

https://www.ft.com/content/f76534bf-b501-4cbf-9a46-80be9feb670c

Expand full comment