Ain't nobody using cobalt long term. The price of nickel, copper, polysilicon, and lithium might rise based on demand, but there are ample reserves in conflict free areas, not to mention recycling supply chains to source as "premium ore." The logistical work must be done, but there are no show stoppers. Draw your attention specifically to my last two links.

https://electrek.co/2021/02/26/elon-musk-tesla-shifting-more...

https://electrek.co/2022/04/22/tesla-using-cobalt-free-lfp-b...

https://cleantechnica.com/2022/06/08/byd-to-supply-lfp-batte...

https://www.energy-storage.news/lfp-to-dominate-3twh-global-...

https://graphics.reuters.com/ELECTRIC-VEHICLES-METALS/010092...

https://www.pv-magazine.com/2022/07/18/theres-big-money-in-r...

https://ourworldindata.org/grapher/modern-renewable-energy-c...

https://ourworldindata.org/grapher/solar-pv-cumulative-capac...

(i personally prefer lfp due to lower thermal runaway risk for stationary storage applications; the lack of expensive conflict minerals and lower costs are a cherry on top)