No arguing that there is some truth in what you are saying, but...

No arguing that there is some truth in what you are saying, but there are many many additional factors that you are not considering, one example: shorting producers/near-term producers when their revenue is tied to the price of lithium - which has seemingly topped for the time being, is an easy hedge against their investments into these companies. It also breeds uncertainty and panic which shakes shares out cheaper if they are looking to increase their holdings at lower prices.

Objectively you're not wrong in what you are saying but you've essentially identified one commonality among these companies and fixated on it. I would recommend widening the scope in which you view shorting - BEOT are leaps and bounds smarter than any of us in the way they manage their investments/profit.