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Whalatane

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Whalatane

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Re: esi23 post# 1057

Wednesday, 03/24/2021 7:55:11 PM

Wednesday, March 24, 2021 7:55:11 PM

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Oh I agree that the technology is game changing ....but the cobalt / nickel supply problems may limit the potential size of the end market .
Based on the latest VW info ...see previous post ...its unlikely they will use QS batteries ( once fully developed ) in all their cars .
Instead they may limit QS solid state type batteries to their high end performance cars which represent only 20% of the cars they sell.
JMO
Kiwi
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