Battery Giant LG Chem Prepares to Lock In Mineral Supplies (yahoo.com), page-993

I would not necessarily bargain on the US subsidies at the moment.

We have the US debt ceiling argument currently which is dangerous to the world economy let alone the US.

The Republicans want spending reductions so the EV subsidy is an easy give for the Democrats. The US election is coming up - if the Democrats run with Biden and given the mess they have made of the border and economy you would have to think the Republicans have a reasonable run at the Presidency even if they run with Trump though I think DeSantis has a stronger chance if he runs.

A number of European countries are making noises about bio fuels being carbon neutral and an alternative to EVs.

Inflation will negatively impact governments and citizens spending also.

The demand for Green resources IMHO will still be strong but it might be the blue sky people are expecting in the near future might be a little grey for a while.