Blackrock1
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all the materials you refer to are materials currently used for ICE cars, a lot of current EVs are built on platforms that can be used for ICE of EV, i think the change over for a big established car maker is being overstated.I think the production issues resulting from covid lockdowns and ukraine war will last long into this decade. I think the car companies will focus on getting their conventional car production back up to pre covid levels, new cars are more expensive now therefore it makes most sense to sweat their existing production runs as they are so expensive to install anyway.
For PR reasons they will also be upscaling their electric car program but a lot slower than governments expect because setting up new production lines is a very expensive business. This is a completely different scale of production than producing smartphones or computers. You need heavy engineering facilities, steel smelters, aluminium suppliers, plastics etc on a large scale. They are very difficult prospect for a new start up which explains why tesla is the exception in the car production business.