... a key factor in industrial-scale silicon production (microchips, PV, or otherwise) is the purity of the raw material. It may well be that high grade silica is fundamentally scarce, or that access to it may be restricted or limited by other factors. Sand theft is an issue that's emerged as a concern, largely as it's a huge industrial input, particularly in concrete, and the most suitable sands are found in riverbeds, rather than either deserts or beaches, both of which are far more abundant. Discussed five years ago on HN here:
<https://news.ycombinator.com/item?id=21758301>
There are abundant materials whose useful stock or rates of production are limited by other factors. Nitrogen fertiliser is a canonical example: the raw element is abundant in air (70% of the atmosphere), but its fixation is extremely energy intensive, relying most keenly on natural gas supplies and prices. Ammonia and ammonia-based product costs (fertilisers, cleaning supplies, explosives) tend to fluctuate strongly with natural gas prices, despite the underlying abundance of nitrogen itself.