Equities investing in lithium, which is used for batteries for electric vehicles, may do well, at least in the short run. But the notion of an absolute, drop-dead, call out everything, shortage, seems disproved by the latest discoveries. Rising prices encourage exploration, and this is a case in point. https://www.klgates.com/thought-leadership/USGS-Discovers-23-Million-Ton-Appalachian-Lithium-Deposit-7-22-2026