Bloomberg NEF actually ran an interesting article a few weeks ago suggesting that we'll have all the batteries we need to electrify all road traffic: https://ab

Bloomberg NEF actually ran an interesting article a few weeks ago suggesting that we'll have all the batteries we need to electrify all road traffic: https://about.bnef.com/blog/china-already-makes-as-many-batteries-as-the-entire-world-wants/ https://about.bnef.com/blog/china-already-makes-as-many-batt... They are tracking all the companies and investments involved with battery production and one of their claims is that new battery production is going to outstrip demand in the next few years. That will likely mean significant price drops for batteries. And it also means that companies outside of China may be struggling to become cost competitive.