good podcast, thanks for sharing.
one thing that i learned (maybe obvious to most Li experts here) is that PHEV battery size is growing faster than i thought.
If not mistaken, I read that they average ~22kWh now… not as much as average BEV -62kWh , but at least not the historical ~6:1 ratio that i saw in the past.
From a demand perspective, i feel marginally better about PHEV being the dominant EV type at the moment.
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