That would only be a problem in the short term - if that. In the long term, if the demand is as high as you say (hundreds of GWh per year), then you'll see Tesl

That would only be a problem in the short term - if that. In the long term, if the demand is as high as you say (hundreds of GWh per year), then you'll see Tesla, Panasonic, Samsung, LG, Bosch, and whoever else is making batteries step all over themselves to build new mines or mining capacity and more battery pack factories like the Gigafactory. This would be a great thing for EVs. At worst it will be a few years of slowed down growth for EVs just like we're seeing now with cheap oil. These are all temporary, and neither will "kill EVs". And after the dust has settled, you'll probably see $50-$70/KWh batteries in cars.