https://www.theguardian.com/business/2021/may/15/record-metals-boom-may-threaten-transition-to-green-energy

Demand and prices are soaring for minerals essential to the construction of low-carbon infrastructure

The commodities boom ignited by China’s post-Covid recovery, and stoked by the global move to green energy, broke price records last week even as fears about inflation stalked the markets. But it also risks triggering a rush on metals and minerals that could derail climate action.