There are quite a few gigafactories which come online in 2022. Big ones. Also the electric version of the big dog of the vehicle world, the F-150 is due to start rolling off the production line in April 2022. Since its unveiling in May, it has generated over 120,000 reservations. Three-quarters of them from customers new to Ford. A few favourite models from GM become electrified as well.
So I'm expecting a repeat of the difference between the red and yellow bars below next year as well.
EV battery graphite quality?, page-53
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