Robert Roth
Sep 6, 2024

Ok the continuous improvement in EV batteries and associated components is disruptive. My guess is by 2027 high volume manufacturing of 600 mile range, fast charging EV with prices less than gas and diesel will be a fact.

Opportunities for profit.
Expand the EV batteries production to include grid batteries and EV to grid benefits.

Increase the pace of conversion to EVs, especially in the commercial field where converting to EVs saves enough money per year to justify early end of life for gas and diesel.

80% of car buying in the US is emotion. Increase the cool features like audio systems, driver assist , etc.

Having said that yes I agree the risk to the auto industry is significant.

Robert Roth
Robert Roth

Written by Robert Roth

Retired Intel Electrical Engineer, 70's US Navy Officer Nuclear Power Program, Graduate studies in Business UC Berkeley, BSEE U of Fla.

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