That link is a graph of battery electric storage, specifically. Mckinsey's projections have battery production continuing to accelerate, but the lion's share of the output dedicated to electric vehicles rather than grid storage: https://www.mckinsey.com/features/mckinsey-center-for-future...
replyRather than just proclaiming the projection as "nonsense" it'd be a lot more productive if you shared an alternate projection and explained why it's methods are superior.
We of course can’t scale the grid portion of battery production as fast, or even faster than what we’ve done for BEVs?
replyAnd this also disregards that second life automotive batteries are incredibly hot on the market. All those TWh of batteries will become available for stationary use when the cars are scrapped.
Maybe not in western markets due to labor costs, but definitely in developing economies.