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From your link: "But supply chain issues are expected to begin resolving, and commodity prices have begun to recede, paving the way for more projects to move fo
by adrianN 3y ago
From your link: "But supply chain issues are expected to begin resolving, and commodity prices have begun to recede, paving the way for more projects to move forward."
It's a bit disingenuous to assume average prices will stay the same when you scale production by several orders of magnitude, as we will with batteries in the next decades.
- Manuel_D 3y agoIt's also disingenuous to treat "expected to..." as a certainty. The future will tell whether battery cost will go down. Yes, production is increasing, but so is demand. Especially once EV mandates start kicking in.
- adrianN 3y agoAlmost everyone predicts falling costs, but you take numbers from a supply shock situation and extrapolate them.