Critical minerals: stockpiles & tech

- Market reports show governments and firms are stockpiling critical minerals, for example lithium carbonate inventories now cover six months or more in some regions. - Alternatives and mitigants include CATL’s planned sodium‑battery push for 2026 and increased onshore recycling plus robotic e‑waste processing. - Stockpiling, alternative chemistries, and domestic recycling are central to reducing import vulnerability for clean‑tech supply chains. (x.com)