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defrost 5 hours ago

That's an atrociously written opinion piece presumeably written to cast shade on the EV industry.

Full article, for others: https://sci-hub.ru/10.1038/d41586-018-05752-3

My background is global geophysical exploration, primarily for mineral resources with some dabbling in the energy domain.

For a single example, this passage:

  High demand and prices are already encouraging some producers to cut corners and violate environmental and safety regulations.

  For example, in China, dust released from graphite mines has damaged crops and polluted villages and drinking water. In Africa, some mine owners exploit child workers and skimp on protective equipment such as respirators. Small artisanal mines, where ores are extracted by hand, often flout laws.
is entirely emotive, intended to tug on feelings (which it does) but otherwise it has no bearing on the bulk of major mining that contributes to bulk of mineral processing.

The tonnes of nickel and cobalt we see largely comes from big mines, big trucks, formal Occ Health and Safety regulations, etc.

It also commits the usual mistake of confusing "just in time" exploration results that firm up suspected deposits with sizes and density estimates for the commodities of interest with absolute limits on what is available over the cycle of time.

As demand increases further areas that are "known" (but not measured) get further technical inspection (magnetics, drill sampling, etc) and become new fresh reserves.