I think the more constraining commodities are things like rare earths[0] and other important metals like cobalt. [0]: I know they aren't that rare, but they ar

I think the more constraining commodities are things like rare earths[0] and other important metals like cobalt. [0]: I know they aren't that rare, but they aren't mined/processed in many places and it takes a long time to bring a new mine online.