It's not the battery cell production that is the real issue. Battery cell production is a big issue, but production can be increased in a few years to keep pace with demand if the raw materials are available.
The new aspect is the price signal that Lithium is now sending. This means that lithium will limit the ability to increase battery production and that battery prices are not going to decline as they have in the past. The history of commodities means this situation is more likely to hold for a decade than a year.
The new aspect is the price signal that Lithium is now sending. This means that lithium will limit the ability to increase battery production and that battery prices are not going to decline as they have in the past. The history of commodities means this situation is more likely to hold for a decade than a year.