Pavel,  A lot of  conservative analyst recommend 10% of the portfolio to be exposed to gold related assets.

I believe that EV are still cleaner then ICE , regardless where energy come from , specially if its from a natural gas or nuclear.

 Good article in SA : 5 Lithium Miner Stock Picks As Biden Administration Is Not Abandoning Lithium | Seeking Alpha

I would like to add that Hyundai completely shut dowm their ICE R@D department and all work is transfered towards electrification.