Look into the current uranium situation. Value to be found in some quality small cap producers, as primary supply constraints come into play.
As far as Electric vehicles / battery plays go, look into cobalt producers. Cobalt is simply much rarer than lithium which is abundant and easily acquired, also helps that it is less known to most average investors.
Thanks. Cobalt is in my peripheral view but I haven't yet taken much time to look into it from the perspective of battery technology. I need to add that to my TODO list.
Uranium really should be a good investment. The problem is that here in Australia Uranium is politically toxic so I doubt we will EVER see a nuclear power plant here and Uranium miners are likely to continue having a lot of red tape roadblocks and protest action against them.