Silvercat
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This might be so, but putting all your eggs in the EV basket will leave any country strategically exposed. Diversification is the key to pretty much everything, to help reduce any vulnerability at whatever level.That article does seem well researched, but it is predicated on the use NMC i.e. rare earth materials. There are abundant earth battery chemistries which have a big potential, which would turn this on its head. Batteries are not only used in high quantities in cars. There is a phenomenal number of batteries that are already used in the telecoms sector and this is going to increase with the roll out of 5G. There are large battery arrays in use in the power network to smooth and support the grid or replace generators as regulations change. The drive to invest in and develop abundant earth battery chemistry is coming from across industry and the government policy in adding impetus to resolve the issues.
A lot of people are saying “it’ll never happen”, but plenty of engineers and scientists are saying “hold my pint”.