What is this source?

It basically restates the content of this original article, but stated less clearly, in a way that apparently confuses GW with GWh, and blends demand for batteries themselves versus demand for grid power from batteries.

The original reporting from Julian Spector at Canary deserves to be linked. This summary, less so.

Exactly.

The whole reason why lithium is such a good material for cathodes in car batteries is because of its very low mass per cation. So for a Lithium Iron Phosphate battery, the the cathode material is LiFePO4, where the Lithium itself is only 4.4% of the overall mass of the cathode.

So it’s important to remember that although the lithium constitutes a small amount of the total mass of a battery, that swings both ways so that not much is actually needed to build the next battery out of recycled materials.

Your solar power storage expert is named Sun? Sounds lot like sun.

Maybe that’s why she became a solar power storage expert!