- electricity can be generated many different ways
- many generation sources aren't dependent on resupply. Spiking the price of lithium doesn't prevent existing batteries from working, it only makes new ones more expensive. Solar, wind, hydro and nuclear (to a lesser extent)
- electricity supply is heavily regulated, for better or worse.
What does matter though is if you can affect the distribution with your vote. I would guess it is harder to affect oil companies, that are often located in other countries than your own.
It's not that it currently is immune, it's that there's a compelling story for the energy sector to become immune from it as we reduce our dependence on fossil fuels.