Why not let Rodney convince you all is not lost with lithium?
It's a pretty good article to be fair, well worth reading, though he does gloss over the general economic sheet storm that will effect EV demand a bit to readily. (Bring on the new battery tech and doubling of lithium inputs I say ! )
https://www.linkedin.com/pulse/investment-case-evs-lithium-still-intact-rodney-hooper/