This report talks about Chinese demand, but there is demand coming online from European auto-makers such as VW which is spending billions to electrify its fleet

This report talks about Chinese demand, but there is demand coming online from European auto-makers such as VW which is spending billions to electrify its fleet (not to mention US and Japanese car makers). Copper is another decarbonisation-related element that is predicted to have large shortfalls in supply compared to demand in the future.