Is Lithium the only barrier to EV's? Are there any global supply chain logistical issues that may arise should ongoing conflicts escalate? Do the same supply chain issues affect ICE and EV's equally? I honestly do not know but I see this get brought up when people discuss EV's more so than Lithium. Could the existing coal mining companies transition or relocate to locations rich in Lithium, possibly offering their em…
Traditionally Lithium isn't mined, it's concentrated out of a brine. Some miners are setting up hard-rock Lithium mines, but those are on a vastly different scale than a coal mine, so there would likely be very little equipment overlap.
A significant number of batteries still use cobalt, although the percentage of batteries that are cobalt-free is increasing.