Ann: Opuwo Project Update and Board Changes, page-122

It looks like longer driving ranges are more of a priority now and fortunately that will still require cobalt configurations. 

"They added that the EV market has gradually shifted toward batteries with higher energy densities to increase the driving range of EVs. As a result, cathode chemistries are shifting toward nickel-manganese-cobalt and nickel-cobalt-aluminum formulations. This means that instead of using materials that are less expensive and more abundant, EV battery manufacturers are starting to prefer more expensive metals which are also less abundant."

These Metals Should Benefit The Most From EV Adoption