Metals are the new oil and gas when it comes to the energy transition. Making the vision of an emission-free economy running on wind, solar, hydrogen, and batteries requires massive amounts of certain metals and minerals labeled as critical—and with a good reason. Without these metals, there will be no transition. And now, many of them are facing critical shortages. Earlier this month, BloombergNEF estimated that the mining industry needs fresh investments of some $2.1 trillion to secure the supply of critical metals and minerals. Otherwise,…