We of course can’t scale the grid portion of battery production as fast, or even faster than what we’ve done for BEVs?
And 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.
Used automotive batteries will be at the end of their life, with only a few hundred more discharge cycles until they've totally degraded.
Again, batteries scaling rapidly still doesn't hold match up with the scale of electricity demand. Again, a day's worth of global electricity consumption is 60,000 GWh. If there's one lesson to take away, it's this: be skeptical of people who talk about "scale" but neglect to actually give figures for that scale.