You are right to question NMC batteries as they are quickly being designed. LFP is choice for lower cost models. It leads the market by unit count. However that was based on last years performance. The LFP battery has a performance upgrade in 2023. Check out CATL fast charging LFP.

As to graphite it is in the process of being designed out with Silicon nano particles. At leased 5 vendors have started production for various battery manufacturers.

Lyten just introduced limited production for Lithium Sulfur 3D graphene batteries. Save some Canadian methane gas as that is a basic material for graphene. Will this battery be successful? Don’t know. How about Amprius giving their samples out today.

Etc. Your point about batteries with nickel cobalt etc are too much trouble is true.

As to Lithium I suspect that will be around for EVs for a while. If Li Air ever reaches production at low cost …

Princeton has invented a new process for lithium extraction that is 10 times faster and uses less water. That might help.

Any way Canada investment in battery factories is likely higher risk as the technology is likely to change.