Commentary “Today, the data shows a looming mismatch between the world’s strengthened climate ambitions and the availability of critical minerals that are essential to realizing those ambitions,” says Fatih Birol, executive director of the International Energy Agency (IEA). Yet the United States and the world are in the midst of a great “energy transition” to fight climate change—one intended as a complete transformation of our energy sector, from production to transportation to utilization. We are told that this journey will help us move away from oil, coal, and natural gas to a world dominated by windmills, solar panels, and electric cars. This will surely be a herculean challenge: oil, coal, and gas meet over 80 percent of America’s current energy needs, while wind and solar supply just 4 percent. The United States has over 270 million cars that run on oil; it has just 2 million that use electricity. The hard …