I can't read the linked document, but thought the blurb was interesting:
'In Eitel's opinion, possible solutions range from the direct participation of individual companies in mining projects to the systematic recycling of important raw materials. One thing is certain: prices will rise and there will be bottlenecks, especially in the vital automotive industry."
With EUR14 billion of finance added in 2017 they are adding a couple of "TNG sized" finance amounts per month, albeit across a wide variety of finance channels. I wonder what the average & longest time is for arrangement.