By Tom Konrad, Ph.D., CFA Supply and Demand One uncomfortable fact for green investors is that the clean energy transition is going to require a lot more mines. Lithium, nickel, cobalt, copper, manganese, graphite, even steel: just name and industrial commodity, and weâre probably going to need a lot more of it. Total mineral demand for clean energy technologies by scenario, 2010-2040 Even worse,
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