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Obviously when you read something from Manhattan or AEI or whatever, you have to try to sift signal and noise, the ratio of which is pretty poor. I was mostly intrigued by their pointing out the unknowns contained in the ore quality degradation over time for the metals that are necessary to make EVs. Seems like not enough lithium is mined to ever make a guess over time, while the projections for copper are not very rosy even by the government's happy-faced guess, Ore quality is inversely proportional to energy intensity of extraction, so unless that energy comes from renewables, you're gaining less advantage over time. Even if Manhattan puts the direst possible spin on this issue, it's still something that needs to be worked through.