Next generation (2025, 2026+) BEVs will be the tipping point for the auto industry.
When BEVs have 500 mile+ per charge capacity, charging infrastructure becomes abundant, and 350kW+ charging is ubiquitous (<15 min recharges), there will no longer be any value proposition for ICEs whatsoever (outside of hobbyists).
Amazing how fast the change is happening.
Agree or disagree?
CATL is claiming their Gen 2 sodium ion battery will be $44/kWh and 200wh/kg. That is LFP lithium territory. Moderate to low horsepower economy cars will flood the market. There are a LOT of people who don’t give 2 shits about speed. They just want a reliable daily driver.
And the batteries operate from -20 to +60C. That reduces the thermal management needs drastically (cheaper and lighter) and they are really safe (less fire protection needed).
The 3500 cycle counts should put them into the 20 year durability range.
Cheap cars, even if they aren’t super fast will put serious downwards economic pressures on the rest of the cars sold. It used to be that driving a cheap car was miserable. Buzzy and loud. Now even a cheap EV is nice