I'm having trouble following this: can you elaborate?
I think we've already reached "everyone wants an EV" — not literally "everyone", but enough to drive strong growth. We've seen strong demand for good BEV products whenever TCO is comparable to ICE. There are various limits to supply, and BEV manufacturers are working on them.
What's going to happen in 5-10 years that will make this growth process untenable? If and when it happens, how will HFCEV manufacturing and infrastructure be able to ramp up quickly enough, when HFCEV looks so uncompetitive today?
Can you put some numbers behind that? Batteries can expect about 25% improvement in energy density over five years and 60% in ten, according to
comments by JB Straubel. Is that a "big improvement"? What % improvement in battery energy density would make HFCEV irrelevant? Why?