Not far from me is a "mini-steel mill", It exclusively uses scrap steel for feedstock and electricity for the fuel. The electricity is almost entirely from cheap hydropower, either locally or from Canada. The only "hydrocarbons" involved are the scrap car tires they use to adjust the carbon content and recycle the steel tire cords. It has done wonders toward getting all the scrap tires picked up.
I don't think you can make the steel from hydrocarbons argument. I would guess a good deal of the copper required will come from scrap as well and was smelted years ago already. You probably can make an argument about cement though.
As far as things like rare-earths and polycrystalline silica go, keep in mind that once fabricated into solar cells the energy produce doesn't require any further hydrocarbon supply, unlike an internal combustion engine.
But as rough idea of what the hydrocarbon cost to smelt the polycrstalline silicon goes, it takes 84 kg (184 lb) of coal to produce a kg of purified silicon but that kg of silicon can make 1/3 of an acre of solar panel (16400 sq ft). That 1/3 of an acre of solar panel can produce about 7,500 kwh per day (roughly), day after day, year after year for a minimum of 25 years and then be recycled with only a nominal energy cost.
There is no doubt that the hydrocarbon cost to solarize & electrify the transportation system will use far fewer hydrocarbons in the long run.
None whatsoever.
