Lithium the key weighing EV earning

Quoted by Bloomberg, the price of lithium carbonate, which is a key ingredient in electric vehicle batteries, has jumped five times. This may force EV manufacturers to hike prices by up to 15 percent, hurting demand.

War has added more uncertainty into the supply of the lithium. On the other hand, what's more the oil price has create opportunities to EV. While Tesla Germany factories has official started production, but will the current situation affected their production schedule? As the war continue, inflation benefit the retail market, but not the pre-order market. If most of the EV manufacturer not only the largest manufacturer have so much backlog order to be clear, will this affected their profit margin? By adjusting the selling price but that's only applicable to new order. How much will it hurt them?