> Which raw material are you talking about? Be specific.

Uh Lithium?

Batteries will be only a negligible fraction of utility storage, and a negligible fraction of those will be lithium. Lithium is the most expensive storage.

Utilities will choose the cheaper among many alternatives, not the most expensive; the which is why they are not building nukes.

The lithium is there, it just needs capital investment.

Ironically ESG has guided capital away from extractive industries like this.

It's not a physical limitation, it's a timing of scaling limitation, and we haven't hit it in a hard way yet. Plenty of new lithium resources, and more being discovered all the time.

It's as if you think Li-ion batteries are the only kind that can exist.

This is a generic problem with anti-renewable arguments: they argue against specific technologies rather than the entire class of possible technologies.

(And then they go and posit all sorts of as-yet unbuilt reactor types, blithely ignoring the irony.)