From an investor point the investment in mining stocks is probably the way to go. Depending on risk factors you can pick up some speculative potential lithium producers in the long term or play it safer and pick up existing large lithium players - SQM, Ganfeng, ORE, Albemarle etc. It all depends on your risk factor and also how diversified the mine operation is ie are they just doing Lithium or are they doing gold, tin, copper etc...
EV manufactures IMO is only one area of lithium use. So you are really limiting your investment to a purely car manufacturer - thats what they do. IE if you invest in Tesla, primarily they produce and operate to supply EVs to the public. Obviously they are try to move into solar powered roofing and battery storage so they would be a bit more diviersified that a purely EV manufacturer in say China.
So if you invest in lithium as a resource it doesnt limit you too one use of it.
EV demand hasnt been over inflated: http://www.mining.com/lithium-use-electric-cars-sold-around-world-surge-76/
This is in conjuction with other reports Li Bull podcast who speak to large players about demand forecasts. Some are also expecting another supply shortage at sometime between now and 2026.
