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My spin on supply / demand....

Supply is restricting demand and given gigafactories don't just pop up overnight they want to make sure there is supply before building a new one.

As supply increases a new facility will take up the slack in the next 10+ year gap (but remember these can't just pop up overnight). The world is sick of being held ransom to oil and seeing all the wars it's caused... time for a clean break.

Lithium is by no means the perfect solution and still has problems but we didn't stop building computers cause the 1st one was housed in a 2 story building.

Just think of what would happen if all the interest in solar and lithium storage resulted in a 100% improvement in both (cost, energy density, lifespan, reliability, safety) over the next 10-20 years.