ItsNotAboutTheMoney
Well-Known Member
"as manufacturing scales up" this is the key. Not sure if you follow battery manufacturing capacity projections. There is none that is high enough to support all needs within 10 years. Even 20 years is a question without any breakthrough in chemistry.
It'll come down to relative cost. If something is slower ramping but will ultimately be simpler and cheaper, it sets a time-limit on the alternatives, which affects required rate of return, raises required costs, and can kill investor interest before the technology gets off the ground.