The capacity retention of a Tesla battery from a decade ago plateau at 88% after 200,000 miles. That's for nickel-based battery, and most OEMs are switching to iron-based (LFP) which degrade even less.

I bet that zero EV will have to replace their battery in the near future.

Zero is a pretty low number. A lot of them will have to be replaced. Especially for commercial vehicles where they often drive 100k miles every year.

There is absolutely no guarantee that it would be the case. The cost of batteries is largely determined by raw materials such as lithium, nickel, etc, and the demand for those minerals will exceed that of supply for some foreseeable time -- at least not until 2030.

>> Battery prices have been falling fast as the volume production of these batteries have scaled up.<<

Yeah, that's only if you get a brand different battery with improved energy density and chemistry. Your EV is stuck with the same old efficient and expensive batteries from the date/year of purchase.