Nomad, I disagree. If there is a limited supply of lithium, or anything, and Ford, Tesla, VW, Mercedes, and every other battery manufacturer needs it, they will compete with each other; primarily through paying higher prices. It’s not greed, it’s competition. If or when prices get high enough, other companies will invest in lithium mining/production.
My question is why are so many BEVs being designed so inefficiently? The larger and less aerodynamic they become like SUVs, the more battery and motor size they need. Doesn’t that make commodity prices due to shortages worse.
If instead of installing 150 kWh of battery in a pickup truck, vehicle OEMs built three compact cars with 50 kWh each, would that help keep material prices down? And if not, isn't it easier to increase cost over three buyers instead of one?
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