I'm not sure that the impact on the grid is as big as people think it is. Even if you running electric cars on a fossil fuel powered grid, you're still coming out ahead on carpon omissions. There's a huge amount of energy going in to trying to make cobalt free batteries and new battery technologies. Another way forward is as a bunch of start ups looking at maybe we can find the rare elements we need for batteries on sea bed. We've seen this before with nuclear power - there was a shortage of uranium then they found a whole load of it in australia.