Is There a Shortage of Minerals in the Global Endowment?

Rith: I think i'd like to start with the question about minerals and the so called rare earth metals that are used in things like wind turbines and solar panels and electric vehicles. We discussed the complex issues related to the supply chain for these minerals back in episode 99 with an bazilion. But you've been looking at the global endowment and the general availability of them. Back in may, you wrote a piece for carbon tracker in which you said that you thought i ea's recent piece was really too pessimistic.