Rethink Energy this week has forecast that despite new Gigafactory plans being announced every week (see other story in this issue) there will not be enough lithium ion battery manufacture in the world, until at least 2025. The most acute shortages will be in the USA, which will need to import cells from other regions. The continuing battery shortfall will have huge consequences for lithium ion pricing, which will no longer fall, in an outcome very like to the one we have been exploring with polysilicon in solar cell production. Solar projects have managed to come down in price, but modules have done nothing but rise in price for 18 months. We now expect at least that length of time…