Looking into the EV space and the materials required for all batteries, not just lithium. Two ETFs that are in this space are $CRIT and $EVMT. Long term, the materials needed for production would ultimately have to be vertically consolidated by the main manufacturers. Rather than trying to pick an EV company that will win out, my thought is to grab the materials needed for all EVs. Have any of you dug into this space or these ETFs?