If you look at solar and battery metals prices and associated stocks, it looks like this demand is certainly having an impact on prices. Not to mention supply chain shocks (largely geopolitical in nature) - the solar-battery supply chain is one of the most concentrated/centralised geographically and by major manufacturer/producer.

I wonder how big the market will be for repurposing old EV batteries as household backups. If cooling, electrification, and AI-related demand continue on their current trajectories - I'm guessing probably quite large.