Have these projections taken into account demand from grid scale batteries. IEA suggests we will need around 120gwh a year of battery storage to meet environmental demand from renewable energy to be stored. Tesla just signed one contract for 15gwh of storage. And at 10kg of lithium per 100kwh of storage that equates to 1.5m tonnes I believe of lithium for one project. With many millions of lithium required even if all projects don't use Lithium.
https://www.energy-storage.news/tesla-signs-15-3gwh-megapack-bess-supply-deal-with-us-developer/
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