No, but there are limits on the amount of raw materials that said factories can use to produce equipment.

I believe a global renewable energy system can be constructed using only elements available in essentially unlimited amounts, and using those elements at a modest scale compared to industrial society as a whole.

Uh Lithium?

Utilities will choose the cheaper among many alternatives, not the most expensive; the which is why they are not building nukes.

Ironically ESG has guided capital away from extractive industries like this.

It's not a physical limitation, it's a timing of scaling limitation, and we haven't hit it in a hard way yet. Plenty of new lithium resources, and more being discovered all the time.

This is a generic problem with anti-renewable arguments: they argue against specific technologies rather than the entire class of possible technologies.

(And then they go and posit all sorts of as-yet unbuilt reactor types, blithely ignoring the irony.)