"Past performance does not indicate future returns."
All you're doing is repeating the fact that we've been under-investing in lithium (and other energy minerals[0]) for the past decade+. Everyone already knows that.
Nothing indicates lithium mining & refining is at its physical or technology limits. Far from it: we see large low-hanging fruit for process improvements in both.
Ion exchange and/or membrane and/or electrochemical separation vs ponds, lithium carbonate intermediate vs lithium hydroxide, clay vs spodumene, etc. Lots of exciting stuff going on!