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I think the biggest issue is Lithium right? I heard that supply-wise there isn't enough right now. Especially since other people are starting to branch into using it as well. It is possible that a huge shortage could cause very heavy problems down the line if the miners don't step up.

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That and nickel.

Batteries for EVs require a lot of that one too so Musk is always on the hunt for more of that.

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