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The US has Mmetals Problem - Lithium, Graphite, Copper, Nickel Supplies :: The Market Oracle ::

Years of neglecting its critical metal supplies is catching up with the United States, as demand for the raw materials needed to build a new green economy that rejects fossil fuels gears up. US President Joe Biden just announced a $2.3 trillion infrastructure spending package aimed partially at shifting the US transportation system from gas and diesel-based to battery-powered, and more support for renewable energies such as wind and solar over carbon-based sources like natural gas. The plan is big on promises and appears to benefit many sectors, but details are scant on how the country will source the metals needed for repairing and replacing traditional “blacktop” infrastructure, and minerals that will feed a brand new “mine to battery” supply chain.

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