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> And over a billion ICE cars...

The world does not sell over a billion ICE cars annually, not even close.

BEVs are already over 10 percent of global annual sales by unit count, with recent studies putting last year at 1/7 sales being BEV. BEV sales grow enormously YoY at expense of ICE.

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I mean in total, there are >1 billion. Annual is something like 80 million per year. The point is that BEVs do not have any kind of commanding lead. Not to mention that there's nothing stopping people from moving from BEV to FCEV. If the raw material problem rears its ugly head, existing BEV owners will simply stop buying BEVs and start buying the other kind of EV.