The commercial EV market is going to be huge. LG Chem batteries are fitted in these vans, lithium ion batteries are here to stay due to the economies of scale achieved by the industry IMO.
https://investingnews.com/daily/resource-investing/battery-metals-investing/cobalt-investing/amazon-orders-electric-delivery-vans-rivian/
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- amazon orders 100,000 electric vans from Rivian.