The EV/Electric Vehicle projects (including China's EV project). EV's use a lot of copper--and nickel, cobalt, and lithium. It's lighting a fire under all of them. The "green" or "clean" energy economy uses a LOT of materials if they try to scale it up as much as they dream.
https://tradingeconomics.com/commodity/crb --to see recent surges in commodity prices
The following report details just how energy intensive the green energy project will be if a serious attempt is made to implement it:
https://www.manhattan-institute.org/mines-minerals-and-green-energy-reality-check
This paper turns to a different reality: all energy-producing machinery must be fabricated from materials extracted from the earth. No energy system, in short, is actually “renewable,” since all machines require the continual mining and processing of millions of tons of primary materials and the disposal of hardware that inevitably wears out. Compared with hydrocarbons, green machines entail, on average, a 10-fold increase in the quantities of materials extracted and processed to produce the same amount of energy.
This means that any significant expansion of today’s modest level of green energy—currently less than 4% of the country’s total consumption (versus 56% from oil and gas)—will create an unprecedented increase in global mining for needed minerals....