Now, I certainly haven't crunched the numbers, but I can be relatively certain that aluminum will not rank highly as a key component based on these two criteria. Nickel - also unlikely. Flake graphite, lithium, cobalt - these definitely have possibilities and as such, new sources ought be considered as deserving a strong look.
More: TMC does not use, sensu strictu, "aluminum", "lithium", or so on. It or its immediate suppliers purchase Al-Mn-Si billets, Al-Mn sheet, lithium hydroxide, and related downstream materials. As a discussion of resource acquisition, however, it remains appropriate to identify primary sources of the elemental materials.