I would argue that ADO is well past "A few kms into the marathon"
With AnteoX they are at least the 30 km range IMO
As mentioned before (aside from places like Russia and Australia that have no fuel efficiency standards in the OCED. Ludicrous in the IMO) advanced economies are adding 20%+ of their car fleet to EV's. So there is not a demand problem, rather a supply of EV problem with not enough cheaper EV's to go around.
Anteo enables cheaper EV's with less batteries to power a car to get the same range with less weight which will also increase the range (in and of itself).
If Anteo can get bulk binder players such as Trinseo, BASF and Ashland across the line to work in partnership with the battery manufacturers, then ADO will lead the pack in the marathon race.
What is needed to ensure success(risks)?
The agreements need to be in place with the bulk suppliers
The pilot plant needs to iron out any problems that may hinder successful supply through the bulk suppliers such as Trinseo BASF etc. Ensuring a smooth technology transfer.
The battery manufacturers need to bet on the new additive
The EV car manufacturers need to take up the new ADO batteries
Still plenty of risks although one I am willing to take
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A few km into the marathon., page-68
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