The only logical choice is to assume that the battery industry will keep doing what it has been doing, unless you present some strong evidence to the contrary,

The only logical choice is to assume that the battery industry will keep doing what it has been doing, unless you present some strong evidence to the contrary, which you have repeatedly failed to do, as has been pointed out by myself and others. The commodities are behaving as expected, which is to say that they're rising in the face of new demand, since supply hasn't had time to catch up. You're proposing that the sky is falling, but it looks just fine to the rest of us.