Watching what China does is always instructive. Despite platitudes to the contrary, climate change is a tertiary concern of theirs. What they care most about is (1) energy independence and (2) cost. So 10-15 years ago they started building a lot of nuclear, solar and coal.
As the cost of solar plummeted and nuclear went up they significantly scaled back their nuclear ambitions. For the last 5 years they've built several TW's of solar capacity and a similar amount of coal peaker plants to run when the sun isn't shining.
Now in 2024 they're starting to scale back coal and they're building massive batteries instead. IOW, batteries are now cheaper than coal to offset the intermittency of solar.
Also, the lithium shortage has come and gone already: https://tradingeconomics.com/commodity/lithium
