Couple of interesting items on EVs -
Tesla "battery day" happened yesterday. Interesting but all jam tomorrow, which is why the TSLA share price dipped afterwards. Presentation is on Youtube and many media reports.
Presently Tesla uses batteries from Panasonic, LG, and CATL (the last because EVs made in China have to use Chines made batteries).
They plan to supplement their external battery supply by developing mass scale battery production in house and in doing so innovate by streamlining manufacture and making the battery a structural component of the car, and gain efficiency by scaling their battery cells up from 21 * 70mm, to 46 * 80 mm with a novel internal structure intended to ease manufacture and boost efficiency.
Lots of difficulties to overcome in attempting to bring these batteries to mass production, but Elon was optimistic.
Secondly an oil company published a global survey of motorists. The British motorists surveyed expected a 276 mile range, recharging to take no longer than refuelling an ICE car, a price of £22.5 K, and for EVs to be a mainstream choice by 2033.
External Link/Members OnlyClosest to that spec is a Kia e-niro which is currently £37k (before £3K grant). But a "quick charge" to 80% capacity would give a 240 mile range, and that takes 54 minutes. So quite a gap between what the consumer wants and what is available. Battery prices have been plateauing in the last few years, and the battery is the most expensive component of an EV.
On the basis of this survey purchase price and recharge time appear to be obstacles to EV adoption.