Neither Lithium nor Cobalt have hard limits. Lithium is incredibly common. It does take a while to spin up new mines but all lithium producers are increasing ca

Neither Lithium nor Cobalt have hard limits. Lithium is incredibly common. It does take a while to spin up new mines but all lithium producers are increasing capacity and there are 100s of startup ups working on it, many with government support. Cobalt is not as common but still not actually hard to find. Plus Cobalt is an increasingly small part of most batteries. LFP batteries will be in all lower cost EV. And even in higher cost NMC its by now less then 10% and trending even lower. Neither of these are significant long term supply issues.