Sila Nanotechnologies has an obviously biased positive view of the future of lithium ion batteries as related to ES.  I don't know that I buy all that they are selling, but they do present some intersting ideas.  

They conclude:

"The future of energy storage, advanced Li-ion batteries, and electric vehicles is incredibly bright. There are tremendous opportunities for innovation in the chemistry and materials space to make substantially better Li-ion components that can drop into existing factories and the many factories being built around the world in the next decade. The reality of a Li-ion battery capable of simultaneously delivering $50/kWh costs, fast charging, 10,000+ cycles, 1M+ miles, a 30 year calendar life, all while being made with abundant raw materials found all around the world and recycled is within reach in the next 10 years. The demand for such a battery would reach unprecedented levels, as high as 30,000 GWh annually by mid century, as the world transforms from a fossil fuel based economy to an entirely solar and wind powered one."

For the Full Meal Deal, according to Sila Nanotechnologies, go to:  

https://silanano.com/wp-content/uploads/2020/09/The-Future-of-Energy-Storage.pdf

So you have your pick of Rose Colored Glasses.  You can take the 100% EV conversion rate by 2030 prediction of Elon Musk for example and his equally rosy predictions for lithium demand or you can buy into Sila Nanotechnologies vision of the future of Li-Ion batteries or you can choose any one of the number of far less optimistic or even pessimestic prognostications for Li-Ion battery futures. Something for everyone.  Choose which narrative best suits your disposition and your research.