a new era of industry, china's dominance in critical materials, and what america must do about it
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
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