My guess is that there will be EV driven demand boost for nickel for cathodes for medium and high end EVs because of their high energy density. Nickel is common to a wide range of battery chemistries.
I'm not interested in graphite, cobalt or manganese producers. They will be supplanted by new technologies in the next 10 years. Graphite and manganese are low value industrial minerals - their value for EVs comes in the processing. Cobalt supplies are too limited to support a global EV industry.