Without wishing to detract from the value of the chart, I have one major reservation with the prediction.
The integrity of the supply chain for battery production may not be capable of supporting the demand for massive growth in EV production over that timescale.
It all starts with the chemical supply. Bottlenecks in the finance of and construction and refinement of the processor plants needs to be aligned with the financing, development and supply of lithium and other materials.
These are expensive, complex and slow to ramp up. That is where the BS oversupply myth and the damage to sentiment has caused so much damage to the sector and will, I fear, slow the growth somewhat.
Note I said slow, not halt. It will have a moderating effect on the supply chain, with a concomitant constraint on EV production - but it will not halt the inexorable growth of demand for EVs.
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