> I'm curious what this is based on. Last I checked, the li-ion batteries of today are basically the same from the ones we had 10-15 years ago. Sure, a little more silicon, a little less cobalt, but ultimately the same chemistry.
The batteries chemistry has not improved that much but the density still improved. We were in a period where cost and manufacturing improved far faster then chemistry. But thanks to the investment in batteries there are improvements to the chemistry coming down the pipe.
Tesla is gone have DBE technology that should improve density by 10-20% at least. Full silicon anodes are being commercialized right now. Single Cristal Cathodes are gone come pretty soon. Thicker anodes are being increasingly worked on.
I think we are going to continue to go down the cost curve, both because of engineering and chemical improvements.
> The biggest change for fuel cells is that they're moving from science project to mass production. T
Where is that happening exactly? In all the fuel cell cars Toyota isn't selling very well?
