Note: because of the high potential for growth, each company will be happy to take-on extra debt at successively worse rates, as they sop-up all the spare financing in the market. Then, raw-materials prices will generate a succession of temporary windfalls for each producer - "not enough lithium; our deposit is worth $Trillions", and a few years later, increased supply from elsewhere collapses the lithium price... making Cobalt the new bottleneck-gold. So: the debt-financiers will make-out with the lion's share of the gains, due to the insane interest-rates some companies will pay just to double their number of factories. Commodity traders will ride the rise in prices, to capture the majority of the remaining gains from automation. Only after ore becomes cheap again, and robots-make-robots to make robots cheaper, THEN consumers will see the price-drop they were promised. That spread, between financiers' gains and ours, and that lag, before we get a slice of the pie, could be the biggest social-distortion from automation.