Smart. Barring alternatives (e.g., Somerville company HuskyHawk mentioned; if it goes public), EV plays will require NON-mainland sourced lithium. If you like LAC, consider observing MP. Within about a year, MP will add US lithium processing on top of current mining. Most/all? US and western lithium miners' depend on mainland processing. So, MP's processing for their own AND 3rd-parties' lithium will be a massive differentiator. Added MP <$12 Oct 20 + more <$24 at May dip. Not selling.
Similarly, EVs will require more copper than ICE vehicles. Despite recent FCX's recent dips, not selling for a few years+. Will add should FCX unexpectedly dip below initial Jul 20 buy price.
Que Chinese manipulation of the lithium market soon, will be interesting to see if they crash the price before buying it all up like they did with BTC and copper.