When infinite ambitions meet finite resources, you inevitably have a problem – and so it is as experts and governments collide with the reality of automotive companies not having enough access to the required raw materials as they try to nut out the nitty-gritty within the laudable goal of getting as many people into electric vehicles as quickly as possible.
This shortage is already serious enough to be regularly cited as holding back the transition (have you seen the waiting times for a new EV recently?), and they’re amplified by control of known supplies being mainly in politically unstable countries.
There might be mitigations of course, such as new technology being developed.
