Comment by energy123

Your one and only argument is that supply of batteries cannot keep up with demand. This is not only false, it's actually the inverse of the truth, due to Wright’s Law.

Current supply of storage matches current demand. Supply is low only because demand is low. However, as demand increases, supply will continue to match demand, and moreover the price will actually decrease because of the fact that the learning curve is a function of production volume.

This has been a steady empirical phenomenon for 30+ years, and it's predicted by basic economics principles. It's not going to change now!

This is true for all battery types, but especially for sodium ion and iron air, which are constituted of abundant materials. Sodium ion in particular has very similar behavior and cost to lithium ion.

This confusion you're having is you seem to be conflating manufactured goods (like batteries) with scarce goods like land or services, whereby there's a fixed supply that can't be increased and where Wright's Law doesn't apply. This is not correct.

Storage is more like televisions or light bulbs, where you can basically make as much of it as you want, and the price will keep declining as more is made. And supply will always be there for demand, whatever the level of demand happens to be (in this case, a lot).