Christine Burns MBE 🏳️⚧️📚⧖@ChrisMayLA6 I can’t see anyone succeeding from scratch in a market where the entry cost is so high and the unit price keeps falling. Chinese manufacturers like CATL and BYD are on course to get the price of a kilowatt hour of batteries down to around $50 and the lead time into volume production for anyone else is such that by the time you get numbers up you’ve been beaten on price. The early mover advantage is locked in.
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