And there appears to be, you know, a reasonable chance of a pretty serious material shortage for renewable sources by the middle of next decade.
The prediction is explicitly time‑bound to “the middle of next decade” / around 2035. As of November 30, 2025, that date has not yet occurred, so it is too early to determine whether:
“a pretty serious material shortage for renewable sources”
will in fact constrain the scaling of renewable energy technologies globally.
Current literature and reporting do indicate potential future bottlenecks and risks in critical minerals (e.g., lithium, cobalt, nickel, rare earths) needed for batteries, wind turbines, and other clean‑energy technologies, but these are forward‑looking risk assessments and scenario analyses, not evidence that a 2035‑era, global, systemic shortage has already materialized. Because the forecast’s key evaluation date is still about a decade away, the correctness of the prediction cannot yet be evaluated either as right or wrong.
Accordingly, the only defensible status at this time is that the prediction is too early to judge.