Everything about energy production and storage.
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Major sales, and continuing increase in sales, as well as in production of vehicles, and manufacturing, seems to happen in china (1).
In china EVs are a mass market product. In the western world it's a luxury product, with tarrifs to keep it that way.
Why can't we mine our landfills? Does lithium stop being lithium when people throw it away?
And don't lie to me, lithium batteries don't get recycled nearly as often as they should. That's half the reason I quit the tech industry, they wouldn't even let me recycle gold. It all went in the dumpster.