Hmm - I think maybe some extra chemistry learning might be useful for some contributors in this thread.
Below are two quotes about this “new Chinese battery”
“The USTC team reported that a battery made from LPSO and lithium metal could maintain more than 4,200 hours of stable cycling at room temperature.”
and
“In January, Beijing launched the China All-Solid-State Battery Collaborative Innovation Platform, a consortium that includes government, academia, and industry giants like CATL and BYD. This initiative aims to establish a solid-state battery supply chain by 2030, ensuring China remains a leader in next-generation battery technology.”
So … this new battery you raise as an issue for lithium demand has an ability at room temperature to operate for 175 days of cycling before it is no good and the new China backed consortium (which includes BYD and CATL) hope to bring a solid state battery to supply chains in about 6 years.
The good news is this “new” lithium containing solid state battery tech would mean, so long as you drove only at room temperatures, you’d only need to replace the battery about 12 times between now and when a supply chain for the tech is hoped to be in place.
Hmmm … can you explain just how any of that translates to “lithium better take cover”?
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