Do you think it’s a good idea to invest based on resources which will become scarce in the future?

Hey guys! I have been doing a lot of reading recently with the Strait of Hormuz situation and the oil price hikes (have exams coming up but I can’t get this off my mind) And that’s when I realised that, aside from oil, there are a lot more resources that will (not may, will) surely become scarce in the future. So, along with AI, I have a list of them : 1) Water 2) Computing (for AI) 3) Semiconductors 4) Nuclear power 5) electrical energy 6) rare earth metals 7) rare gases (helium) So with this in mind, do you think it’s a good idea to invest for the long term in stocks/funds which will benefit from a scarcity in these resources? Or are there other resources that can become scarce which I may have missed out on? Thanks in advance for your inputs!