EV's have a ton more copper, cobalt, Manganese and Nickel. There are very long supply chains for those in a quickly deglobalizing world.
Forget the infotainment and you can make a typical ICE with almost exclusively North American Sourced raw materials.
I just don't see there being enough of these resources for everyone to have an EV, nor enough electric grid either. I would like a small cheap EV for around town - the Bolt is getting close - but I won't be getting rid of any of my ICE vehicles either.
BEV isn't replacing my trucks but if I needed a sedan, or small/ mid sized non towing SUV they would.
Cobalt has by and large been engineered out.
The materials are pretty readily available.
As with other commodities the refining is the choke point at the moment.
The oil supply chain has more conflict than the mineral supply chain.