$Ford Motor (F.US)$ I think any projections of EV sales to 2...
$Ford Motor(F.US$ I think any projections of EV sales to 2030 is simply guessing, or at best, sales trend line projections. There will be all kinds of disruptions and infrastructure breakdowns (i.e. over-stressed electric grid, lack of charging stations, etc.) Also, I think the battery technology will go through a radical transformation over the next 9 years. I don't know which technologies will win out, but it looks like the LI-Ion battery will go the way of the Dodo bird.
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Katherinerce : And when LiOn gets replaced, guess who's most likely to be leading the change to something new and better?
Maybe the company who is buying up the best battery technology and has the biggest war chest for acquisitions.
Leoi Katherinerce: Tesla uses a non-solid state battery. F has a solid state battery.
Tesla can't get their new battery to scale in manufacturing. That means if they want a Cybertruck, it will also be a movable grill, like their current technology.
My Mleczynski Katherinerce: I really haven't done a deep dive into the various new battery technologies that are out there - but there are a bunch under development. All show superior performance over Li-Ion. I recently read a Forbes article about graphene aluminum-ion batteries, which sounded very promising for many reasons.
So, I don't think it's a matter of who has the biggest war chest, but who picks the best technology and fastest re-charge at the lowest cost.
Corinne Martain My Mleczynski: Also, its not like companies cannot adapt to newer, better and cheaper technology.