The scramble for supply has started it seems
"Battery makers have mainly sourced materials from China, but as competition intensifies they are turning their attention to other countries as well"
Battery makers seeking to reduce China dependency
https://www.koreatimes.co.kr/www/tech/2020/12/133_301439.html
21 Global Developments to Watch Over the Next Five Years (hard not to agree with most, #19 is of relevance here and to above article)
https://www.linkedin.com/pulse/21-global-developments-watch-over-next-five-years-vikram-mansharamani/
The scramble for supply has started it seems"Battery makers have...
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