Robert Roth
Nov 24, 2022

This is an interesting time. Tesla monopoly on cool EV cars that sell is nearly over. 60% market share unlikely to hold. On the other hand the total market for EV is growing fast. Speaking of market advantages, who ever owns the battery production (cost and logistics) would have a massive value in growing market. Likely not Tesla as so many companies are close to introducing 50% improvements on cost and logistic advantages. However Tesla has invested in fundamental advances in battery tech. So have other auto vendors. Could Tesla win more share. Maybe. Of course, compared to 2018, there are many more companies investing in the race to next generation battery for EV vehicles trucks, cars etc and grid storage.

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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