InsideEVs brings to this bloggers attention the major driving force behind the exponential growth of sales for EVs from the very low base. Cheap lithium batteries change everything and all cars will be electric by 2030. Elon Musk with Tesla Motors is doing this trick and now Tesla Model 3 will ignite the real transition to the best cars which just happen to be electric.
The oil and auto industry are poisoned by their own toxic cancer hazard emissions from diesel and gas powered ICE engines and still in denial at their own peril about the dramatic shift in technology, Elon Musk said last month. Now even truly evolutionary estimations for the cost of lithium batteries by Tony Seba are not relevant any more.
Elon Musk has announced that Tesla can already produce lithium battery with all-in cost of $190 per kWh. Mass production of batteries at Gigafactory will bring cost even lower, next stage will be Lithium Solid State with prices at $100 per kWh and Tesla Model S and X with over 500 miles range.
This blogger believes that Elon Musk is already working on LSS at Gigafactory. Dyson has joined the lithium race as well and bought out Lithium Solid State pioneer Sakti3 with promise to invest $1 Billion to commercialize this technology. Lithium Air is still years away from the field applications, but this lithium technology promises to bring us batteries with cost below $100 per kWh and electric cars with 1,000 miles range. Solar Energy Home and Utility Storage Systems will benefit next from this dramatic decrease in technology cost and will become even larger market for lithium based batteries. This all means that this will cause a disruption of thee current $4 Trillion Transportation and $8 Trillion Energy Industries. Lithium is the magic metal at the very heart of this Energy Revolution.
International Lithium continues to build vertically integrated lithium business with $4.5 Billion MC giant from China Ganfeng Lithium and now the U.S. has 3 Lithium projects.
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