New Energy Vehicles (NEVs) in China

AndrewS

Brigadier
Registered Member
my latest substack on just how much batteries is needed in China alone. huge number

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Just a few comments.

My guess is that the wind figure of 30% is a bit too high

Most future BESS installations will likely be sodium-ion once the tech is mature?

And the rest of the world will be at least the equivalent of another 2 Chinas
 
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