EV/Lithium, page-752

...Nickel was once a key EV battery critical mineral, now increasingly less so as NCM batteries get marginalised over time

...Lithium use in LFP is less than in NCM, so less lithium going into every incremental EV battery

...this does not even include sodium-ion yet which could make up 7% of EV battery chemistry by 2030.

...so the amount of lithium usage per EV battery will get smaller over time, and by or before the time EV reaches full penetration in China in 5 years, CATL would be in the position to recycle 91% of lithium in old batteries.

...which is why Lithium is not Iron Ore. The future of lithium will be subject to a state of flux.
Northvolt: the battery company seeking to make batteries with salt (climatechangenews.com)

....while lithium may not end up like nickel and cobalt, we can only expect that the battery makers will endeavour to use a chemistry combination which can reduce the threat of fire which lithium poses.

Nickel and cobalt are being displaced from EV batteries.
In 2023, 40% of EV batteries were of the LFP type, which contain no nickel or cobalt.

https://x.com/equivest_explor/status/1808731649741344995