> Not sure why you’re being downvoted.

If you're asking in good faith, it's because so far neither of you have backed up the assumption that increased demand for raw materials won't lead to increased supply of them.

Silicon (for solar) isn't rare.
Lithium (for batteries) isn't rare.

> If the prices are high for the end product, more companies get into the market to try and make some money.

Yes, and why does this not apply when the end product is "silicon" and the market is "mining"?

Maybe there are significant restrictions there, but that's not something you can expect people to take on faith.