As someone who lives in a state with a ton of copper mines, I do think people may be underestimating this aspect.
- "the wake up" - I guarantee you in a few years, all the greenies that pushed heavily for EVs will "suddenly" realize how bad the strip mining to get battery materials is for the environment, and will want to change things again.
When a copper company tries to open a new mine, it turns into a multi-year legal battle. And sometimes the result is the mine cannot happen.
While I can't say for sure if ramping up mining operations will make people change their minds about EVs, I do see the opposition to mining resulting in some commodity shortages.
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