I think the short answer is no; the figures are not attainable. This is what the IEA report makes clear, and there are really two separate but closely related issues: the implications of that magnitude of new mineral demand, environmentally and geopolitically; but also separately, whether it can be done.
The IEA, in very cautious language, made it clear that none of the world's miners—Canada, Australia, China, Bolivia, Chile—are planning or have invested in the magnitude of new mining and mine refining necessary to meet those goals. What they point out is the obvious, and Canadians and Americans know this. The average time globally from finding a new viable ore body to opening a mine is 16 years. Canada, to my last examination, is one of the better nations in environmentally expediting that, but it's about 10 years, so these goals will require, as you recounted from the IEA report, percentage increases in the production of these materials in the hundreds to thousands within 10 years, yet it will take more than 10 years to even open mines to begin to supply these materials.
There is a profound disconnect between what's possible and these aspirations. I think this is a tragic mistake, because it not only has enormous implications for the environment, but also, if countries count on those minerals being available to produce these machines and resources, and they are not, then we will either not have the supply or we'll be stuck with accelerating the production of oil, gas and coal on short notice. That, ironically, is possible, but it will cause enormous price spikes that are damaging to all of the world's economies, and it won't reduce carbon dioxide emissions. This is the truly critical disconnect between aspirations and reality that the IEA has pointed out.
Again, that is cautious. They are not an advocate of oil and gas, as you know. They are, in fact, an advocate of the so-called sustainable development initiative.