I think they're not worried or stupid because just one big car maker can acquire gxy, pls, ore, Sqm, fmc in one go, whole sale buying, if they'd have to.
They've made so much money cheating already, paying 25 billion in US alone to compensate or rectify their sins hardly dented their bank account. How many gxy's or pls's do you think one car company can easily buy? Money may not buy happiness but it can buy lithium