Without a breakdown of costs no one can say. Long term though, scarcity of specific materials is likely to be the defining factor, combined with the R&D costs of finding alternatives. Its complicated by the geo political dimensions which means that, rare earths like wolfram, becomes a bargaining tool. With rare earths its even more complicated, since, China, has significant deposits, but needs it for its burgeoning electronics sector. It won’t be lost on the Chinese either that the same countries that are all for banning Huawei are asking for more rare earths to develop their own electronic sectors. Moral of the story is, sucking up to Trump and jumping to stop Huawei was not, perhaps the best long term plan. Of course Trump had his own reasons for being happy to see EVs run out of source materials, the oil lobby and its campaign dollars.