Something incredible just happened. After a half century of jaw-boning about the need for renewable "green" energy, we now have a repeatable scalable tech temp

Something incredible just happened. After a half century of jaw-boning about the need for renewable "green" energy, we now have a repeatable scalable tech template similar to the [oil well + refinery + piston engine] or [coal mine + pulverizer + furnace + turbine] tech templates that scaled fossil fuel energy. It is: [wind turbines and/or solar PV panels + lithium ion cells]. By repeatable and scalable tech template I mean something that no longer requires non-incremental forms of R&D. We no longer have to think that deeply about it. It's now in the realm of "see that stuff? Build more stuff like that." The solar/wind+li-ion template can, if scaled, power almost all current human industrial activity with the exception of long-haul heavy vehicles (land, sea, or air) and rockets. Those are important things but they're collectively less than a quarter of all fossil fuel use. The key is "if scaled." We are going to need more lithium. Good news is that it's not really all that rare. Bad news is that until quite recently there hasn't been serious investment in getting it. Look at what we invest in getting oil vs. lithium. That's because until quite recently there hasn't been the demand to justify that investment. Now there is. Lithium prices have exploded, signaling the need for more. The price signals are working. Good. It's normal during this kind of scaling to have periods where it looks like investment is outpacing demand and vice versa. Demand and supply don't scale at the same rate so you get price spikes in both directions. This doesn't change the underlying reality now in effect.