RE:RE:RE:RE:China has won the EV warYeah I wouldn't sweat it. I could tell you a lot more than that but the LIB will be the biggest for some time. The industry will need other tech because the supply chain for LIB will get maxed out to 100%. Silicon anode batteries will get used in some city cars. There are lots of others you haven't even brought up and will also get to market eventually. Some tech will even get used in tandem with LIB for strategic advantage I would bet as I know of something a major is looking at.
The new gen 4680 LIB that Tesla has is going to get a lot of usage and in that the anode active is graphite. Anyway what you think about Panasonic Energy and GM recently investing $50 million in GEM's graphite neighbor? They know all about the many battery technologies and they are still investing in graphite right now with another $275 million coming to NOU later.