I am quite bullish on long-term battery production as well. But I recognize that we are heading for some pain in the near-term where supply will not keep up with demand.

I like that solar analysis, but I also think it is possible that the high demand for solar and high commodity (energy, etc) costs could continue to stop solar prices from dropping for much of this decade just as we have seen recently.

The temporary whiplash concept for inflation hasn't panned out yet. I follow Lyn Alden's economic analysis closely and she has been predicting this decade to be inflationary. These predictions started over a year ago when the Fed kept saying that inflation was temporary.