David Roberts and Canary have some worthwhile articles on this question https://www.canarymedia.com/minerals-and-clean-energy-a-series https://www.canarymedia.

David Roberts and Canary have some worthwhile articles on this question https://www.canarymedia.com/minerals-and-clean-energy-a-series https://www.canarymedia.com/minerals-and-clean-energy-a-seri... looking at lithium along with other relevant minerals.