https://www.forbes.com/sites/feliciajackson/2020/10/01/does-teslas-battery-day-mean-energy-storage-manufacturers-must-become-miners/#1006479134c6

This article quotes Andrew Bowering, among others.  He is the founder of American Lithium.

Bowering says, “The lithium market is in its infancy… (and)... it is going to explode to the upside. Just listen to Elon Musk talk about the amount of energy storage, and generation, required to electrify the global transportation fleet. The grid and stationary power is another massive enterprise itself. Lithium is going to be the primary component of the electric global fleet