Re:The Lithium Mine Buildup Is Outpacing the Electric-Car Boom
by WorldMaker on Monday July 29, 2019 @12:16PM
(#20556184)
Autonomy is a red herring to cheap.
Other form factors are nice, but also indirectly related.
On the other hand it may only take one tiny disruption in ICE engine supply chains, or one large production ramp up to an order of scale efficiency boost to drop EVs below ICE vehicle costs on a like-model for like-model basis. With all of the major German automakers now on an "electrify everything by 2023" plan, one or both of those disruptions may exactly happen within the next five years.
Other form factors are nice, but also indirectly related.
On the other hand it may only take one tiny disruption in ICE engine supply chains, or one large production ramp up to an order of scale efficiency boost to drop EVs below ICE vehicle costs on a like-model for like-model basis. With all of the major German automakers now on an "electrify everything by 2023" plan, one or both of those disruptions may exactly happen within the next five years.