Good News & Bad News, page-5107

Which is why policy settings are so important until mass production and efficiencies start driving down the cost of EV's. At the moment, all the talk is of battery prices dropping to drive the EV cost to parity with ICE. This has to change as we all know that raw materials are not going to be cheaper longer term if mass EV adoption and ESS grow exponentially as expected.

As a side note. I had an online discussion with Tesla yesterday as I am in the market (Policy settings dependant) for a town car for the little lady. I asked what sort of cells were being used (already knew the answer but was just curious to hear what they said) and "Laura" was reluctant to advise the cell type, in fact she initially stated that this is information they don't divulge. Laura then thinking I was worried about battery life, tried to ease (what she thought my concern was) my concerns by stating that the battery would last longer than the warranty period of 8 years or 240k km's. I advised Laura that wasn't my concern and I wanted range and fast charging capability. Laura then divulged that standard range was LFP, Long Range and Performance were LCM.

I didn't think the price difference between standard and long range of $12k was that prohibitive but then again, most people don't have a multibagger holding in PLS.

So that was a backflip on not giving that information. All models supplied from Shanghai factory. Wait time 8 - 12 weeks at this stage.

I also tried to get the Ionic 5 but my application was rejected due to my location. So for the next few years, we will have lack of choice and be paying premium prices due to supply constraints, policy settings and EV demand in ROW sky high. Now that Tesla factory Cannon Brookes is trying to talk EM into for Oz.