At present, with wind and solar power accounting for only about 7% of global electricity generation and electric vehicles making up less than 1% of the cars on the road, the production of those minerals is roughly adequate to meet global demand. If, however, the U.S. and other countries really do move toward a green-energy future of the kind envisioned by President Biden, the demand for them will skyrocket and global output will fall far short of anticipated needs.

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