China is mass producing sodium-ion batteries and I think it changes the entire investing thesis on mining stocks

CATL launched sodium-ion batteries at scale and BYD is building massive production facilities for them. Sodium is 500 times more abundant than lithium and can be extracted from seawater. CATL already cut its lithium mining targets. Think about what that means for every lithium miner people have been piling into. What's interesting to me is what stays the same regardless of who wins the battery chemistry war. Copper is still needed for all the infrastructure, wiring, charging stations, grid upgrades. Aluminium actually wins if sodium-ion takes over because these batteries use aluminium instead of copper for the electrodes. Graphite is needed in the anode of both lithium and sodium-ion batteries. And rare earths are needed for every motor in every EV and every robot regardless of what powers them. Speaking of robots thats the next wave. Tesla is converting a factory for Optimus, Hyundai's Boston Dynamics won best robot at CES, XPeng is planning mass production household robots by end of this year. Every single one of these needs rare earth magnets, copper wiring, aluminium frames, graphite batteries. China filed almost 4x more humanoid robotics patents than the US in the last 5 years and controls 70% of the component supply chain. I've been reasearching companies that supply the raw materials all of this is built from rather than trying to pick which robot or battery company wins. Copper miners, aluminium producers, rare earth companies, graphite. The demand is coming regardless of which technology or which country ends up on top. Anyone else looking at this from the supply chain angle or am I overthinking it?