Earlier quoted context omitted.
This is a very lame argument. Manufacturing capacity isn't some fixed constant of nature, it's whatever makes sense given the market for the product. So if there's a large market, a large manufacturing capacity will be created. https://cleantechnica.com/files/2019/04/2019-Q1-Growth-in-Gl...
Even if we assume that the production capacity will continuously increases at the predicted rate, think you missed the part where that was just the US's storage requirements. Global electricity consumption annually was 22.3 PWh in 2017, yielding 61TWh per day. And while battery production increases, so too does electricity demand. Even if we assume that battery production increases to 1TWh-2TWh per year by 2030 as pe…
There are battery technologies based off of metals other than lithium. For example, the key downside of sodium batteries seems to be weight/volume, which is less of an issue for grid storage. And there's a lot of easily accessible sodium.
It also seems reasonable to expect at least one significant breakthrough in battery technology over the next 10-30 years, given how important a problem it is, and how many promising approaches there are already.
Finally, there is a lot we can do to reduce storage requirements by strategically spreading load. If we get enough generation capacity and are storage constrained, then electricity could become significantly during generation hours, which would cause people to do things like run their washing machines during the day.
> And while battery production increases, so too does electricity demand.
This is probably true on a worldwide basis. But here in the UK, electrical demand has actually been falling due to more efficient appliances.