Because Tesla is ramping unbelievably, they have orders for 700,000+ Cybertrucks and Thousands of Semi's each of which will be battery hogs using the high Nickel 4680 produced in house at Terrafactory Texas with Fremont in house Cell and Cathode production of same cell for Model S and X Plaid and another line for the LiFePo4 4680 for the lower range Model 3 and Y and Pana in Nevada producing still their 2170's for mid range and storage as well as 4680- versions and LiFePo4 for storage (Powerwalls, Megapacks and Utility etc)
Tesla will be producing and selling over 2 Million vehicles a year by 2022, Texas will be operating by Q4 2021 and Cybertrucks and Semi's and Model Y's will be rolling out the door as well as Model S Plaid and their is an order book of 700,000 plus Cybertrucks
Fremont will be up to 700,000 per annum with model Y using the very rapid front and rear castings.
By then Shanghai will possibly be close to 1 Million vehicles per annum. Their Model 3 is recognised as a far higher quality than the Fremont one and they will be producing the RH Drive models for Asia Pacific, Oceana and also the UK
That is a hell of a lot of battery materials that will be needed just by 2022, let alone 2025 and 2030. It can take far longer to develop and ramp mine production than it takes Tesla to build Terrafactories and have cars rolling out the door. And that is just Tesla, VW isn't messing around with their ID Platform and nor are the Chinese. BMW and Daimler are a little behind the 8 Ball, but Renault/Peugeot are giving it a go with their metro EV's and Volvo (Geely) with their EV models
That is just Tesla, every other Automaker will also be ramping EV sales and production, possibly by 2025 Tesla will license their Roadrunner tech to major Battery manufacturers, LG is planning to split off it's energy division into a separate Company (Batteries, Solar, Powertrains etc) and Tesla is planning to buy 10%, already closely allied with Panasonic and Catl so expect EV prices to drop sharply over the next decade and sales to boom with the limiting factor being the supply chain for battery materials and possibly heavy rare Earths
Good News & Bad News, page-7139
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