I think he's underestimating the ability of the industry to go "hmm, we're short on X, but we can switch to an alternate chemistry that avoid using it at a slig

I think he's underestimating the ability of the industry to go "hmm, we're short on X, but we can switch to an alternate chemistry that avoid using it at a slightly lower efficiency". This is already happening in the E-V market, and fixed batteries (home or grid) are even less space/weight constrained. Also, when there is a demand the market finds a way. These guys have been doomsaying about renewables for decades now and have been consistently wrong. https://zenmo.com/en/photovoltaic-growth-reality-versus-projections-of-the-international-energy-agency-with-2018-update-2/ https://zenmo.com/en/photovoltaic-growth-reality-versus-proj...