I tend to agree - if Toyota wants to develop in hydrogen, why should it matter? And by the way li-on isn’t something you just walk down to Walgreens, buy a pal

I tend to agree - if Toyota wants to develop in hydrogen, why should it matter? And by the way li-on isn’t something you just walk down to Walgreens, buy a palette of a123 batteries and put them in your car. It’s a significant supply chain hurdle that Tesla still has a non trivial cost containment issue despite having a gigafactory or two, giving them an advantage over other manufacturers who don’t have access to the supply chain the way Tesla does. If you look at ev production at scale with numerous parties with at scale products, it’s unlikely that this picture is complete without a significant presence in China. So there you have the real reason why Toyota’s strategy makes sense... what if in ten years, you can’t buy the lithium to make your own batteries? What if you can’t even buy an assembled battery? What if you have to buy the entire vehicle from China to be in the ev space? Not convinced? I present to you as evidence, Tesla gigafactory 3... you guys might want to start thinking about Toyota’s point of view.