Ann: Rincon EIA Update for 10,000TPA Expansion, page-35

Here's a forecast from BMI, from Q4 2020.

IIRC their previous combined chart presented a total (Carbonate + Hyd) shortfall in 2030 of a bit over 1Mtpa.
From that basis, you can roughly work out what the y-axis scale is on these charts:
(the 2030 Carb shortfall is roughly 400ktpa, and the 2030 Hyd shortfall is roughly 800ktpa..?)





There has also been a bit of back-and-forth between batteries favouring carb vs Hyd lately, so the proportions do seem to fluctuate a bit...
In any case, what they are saying is this:
There is a snowflake's chance in hell that the supply side can keep up with forecast demand, due primarily to the lack of investment (in new mines) to-date, coupled with the long lead time required to bring new operations to production.

Buckle up