I think this small podcast offers valuable insight into the global adoption of EV's. The growth of EV's is undoubtedly going to be exponential and is in line with the 2030 number you have also suggested Gold!
https://www.nabtrade.com.au/investor/insights/your-wealth/news/2021/05/resources_in_focus
The listening occurs from about 10 minutes onwards. Certainly a good listen if you have lithium/ graphite stocks dedicated to the EV revolution. I am salivating listening to this!!
C) is my answer also. Too young with not enough coin as yet. Hopefully RNU speeds up the process for me
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