Energy transition constraints like grid queues, transformer shortages, and permitting delays are real but not permanent. When a bottleneck becomes material, it changes prices, capital flows, and engineering choices. Substitutes emerge, manufacturers redesign products, and governments eventually rewrite rules. Treating today's mineral mix as fixed ignores ongoing shifts in battery chemistries.
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Summary by ByteBrief
Digging into the Bottlenecks of the AI Build-Out