Robert Roth
Apr 9, 2024

Yes dumb move if true.
Even if ready in 2025, qualification will take two plus years So next score for 3 years zero.
In the mean time battery prices will fall about 50% (by 2027).

Eventually EV battery performance will level the playing field. Yes lower cost manufacturing technology for rest of the car will matter, I don’t see it winning ….

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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