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>They’re also being aggressively solved in America, the EU and China.

Challenge. Where and how are these problems being addressed, other than hoping that people voluntary reduce demand when asked?



Not sure what we are talking about.

There are an absolute shit ton of battery factories being build. A huge ramp up in science and research.

There is also a huge ramp up in cathode and anode production facilities.

All major lithium companies have announced major build out of existing facilities and building new once as well.

A major expansion of both natural and synthetic graphite is being done.

Cobalt is not expanding as quickly but its getting systematically kicked out from the batteries anyway.

In addition to that, LFP batteries reduced the projected demand for nickel from batteries.

In addition to that CATL is introducing Sodium batteries as well.

So maybe you were not paying attention but there is a gigantic explosion in every part of the battery supply chain happening right now. With major private and public investment. There will still be some shortages of important materials, specially lithium however its certainty being worked on.

Of course there are also improvements in safety, reliability and so on. A huge amount of research and development.


The gating factor for the scaling issue isn't the battery production (mining externalities notwithstanding), but the infrastructure to support them.

Wave your magic wand to will everyone a Tesla, and watch the grid collapse the same instant.


The grid has plenty of spare room in the evening "bath tub" (daytime peak is very different from nighttime peak). If you wave that magic wand and everyone has a Tesla today and everyone charges at wall outlet at off-peak times, the grid wouldn't hardly notice.


The grid operators are not stupid, they are also building generation to handle this.

While it remains to be seen if they build enough, they are planning for EVs. Where local laws allow it anyway. They see big $$$ from EVs replacing gas, and they want that money.


Yeah but nobody is waving a magic won, as production of EV will go up, ways in the network would be found to handle this.

Many studies have been done and this and every study I have seen agrees that its not as big of a problem as many make it out to be.

In fact, I assume infrastructure for charging for EV owners without a home is the much larger infrastructure challenge.




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