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LFP for EV's projected to be less than $56 per kWh within 6 months

The slump in demand for EVs shows no sign of abating, so I am assuming this year’s price trend for lithium batteries incl. LFP will be either flat or declining a little more. Maybe I was too hasty buying last fall.
 
The slump in demand for EVs shows no sign of abating, so I am assuming this year’s price trend for lithium batteries incl. LFP will be either flat or declining a little more. Maybe I was too hasty buying last fall.
Slum in sales is only in the us, due to policies
Everywhere is sales are skyrocketing
 
Slum in sales is only in the us, due to policies
Everywhere is sales are skyrocketing

I think we have different understanding of skyrocketing.

Sure it’s just one country, I apologize if I cherry picked a data point, Norway is still pulling strong.

As for cell prices, docan is still selling 280k for around $70 shipped, still a ways to go to hit wills prediction.
 

I think we have different understanding of skyrocketing.

Sure it’s just one country.
Germany is almost bankrupt and has some serious economic issue, 1000's are being layed off .

They are very much depending on the auto industry, which failed to evolve and invest
That caused them to be barely selling cars in china ( where 60% ) of their profit came from .
They are not representable at all..
But you knew this and cherry picked to fit your narritve
 
EV sales up year-over-year, but down month-over-month

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"Trump wants to disincentivize EV purchases in the U.S., and sales in Europe declined in 2024, but in China and the rest of the world, EV sales are soaring."

"Global EV sales have surged as prices have fallen and countries have implemented policies like regulations and subsidies to encourage their adoption. In 2019, 2 million EVs and plug-in hybrids were sold, accounting for just 2.5% of global new car sales. In 2024 the number skyrocketed to over 17 million, accounting for more than one in five new passenger cars sold last year.

But last year’s global EV sales growth was uneven. It came mostly in China, which sold 11 million EVs and plug-in hybrids. That represents a 40% increase from the prior year, accounting for nearly two-thirds of all worldwide sales. Europe came in second with 3 million, or 18% of new EVs, but sales there declined 3% from the previous year as some government incentives expired. North America accounted for 1.8 million, or just over 10% of global EV sales, but saw only a modest 9% increase in 2024. In the rest of the world, EV sales grew rapidly to 1.3 million, 27% higher than in 2023."



So, HouseOfAncients, is your point that worldwide the public is still doing what they are pressured to do by the government, or do you have data showing organic adoption without external influence?

When LED bulbs were offered dirt cheap, below incandescent, of course we bought them.
Price popped up after that once incandescents were banned.
 
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Germany is almost bankrupt and has some serious economic issue, 1000's are being layed off .

They are very much depending on the auto industry, which failed to evolve and invest
That caused them to be barely selling cars in china ( where 60% ) of their profit came from .
They are not representable at all..
But you knew this and cherry picked to fit your narritve
A huge percentage of sales are in China.

November 2024:

"Electrified vehicle sales will reach 17 million this year, or one car in five sold globally, according to the International Energy Agency. That includes plug-in hybrids that combine electric with internal combustion motors.

But about 60% of those sales are in China.

In Europe, sales of electric-only cars fell 5.8% in January-September from a year earlier, while their market share fell to 13% from 14%.

Pure EVs accounted for 8% of overall U.S. vehicle sales in October. So, the market is growing, but sales have slowed. They’re not plunging, but they’re not yet growing fast enough to meet climate goals."

 
A huge percentage of sales are in China.

November 2024:

"Electrified vehicle sales will reach 17 million this year, or one car in five sold globally, according to the International Energy Agency. That includes plug-in hybrids that combine electric with internal combustion motors.

But about 60% of those sales are in China.

In Europe, sales of electric-only cars fell 5.8% in January-September from a year earlier, while their market share fell to 13% from 14%.

Pure EVs accounted for 8% of overall U.S. vehicle sales in October. So, the market is growing, but sales have slowed. They’re not plunging, but they’re not yet growing fast enough to meet climate goals."


Europe has a number of issues :
1. Germany's state ATM
2 major import tarrifs on EV's
3 legacy auto manufacturers because they are being protected, are charging to much for what they sell.

 

Europe has a number of issues :
1. Germany's state ATM
2 major import tarrifs on EV's
3 legacy auto manufacturers because they are being protected, are charging to much for what they sell.

So its not Germany that's cherry picked, all of Europe except maybe Scandinavia has dropped off. Additional tarrifs against China being implemented to avoid a flood of ultra cheap imports is underway for the EU that won't help things.
 
The biggest subsidy being our Navy defending the seas, so ships registered to low-tax foreign nations don't have to pay for it.
Or maybe it is exporting war to oil-producing nations so they don't unite and set prices.

We also cover the cost of decommissioning abandoned oil wells after they get passed through shell corporations that go defunct.

Rather than EV subsidies, I'd like to see EVs and ICE vehicles compete on a level, unsubsidized playing field.
 

I think we have different understanding of skyrocketing.

Sure it’s just one country, I apologize if I cherry picked a data point, Norway is still pulling strong.

As for cell prices, docan is still selling 280k for around $70 shipped, still a ways to go to hit wills prediction.
Australia also tanking many are going back to partial hybrids or straight ice

 
Pure EV won't make sense for all until charging stations are as ubiquitous as fuel stations.
And Jerry cans full of electrons are available for jaunt into the boonies.

Plug-in hybrid makes great sense for anyone who can charge at home or at work.
It could eliminate some 80% to 98% of fossil fuel from personal transportation, yet allow all long trips without having to buy, register, insure, maintain, park a second vehicle.
Given excess PV production (at least in summer), they could be charged from surplus.

But just as I have gone back to gas heat after losing net metering, we may not have enough renewable generation on the grid for winter driving. Or maybe we will, if hydro and wind pick up then.
 
You joking I hope ?
no, but really hoping for it, as the clown had voiced it at one point. About 10-15 yrs ago, wife and I were wined and dined at a very expensive local French restaurant with fixed prix menu, by a fund manager looking for "accredited" investors. This was before the big frackin boom and the new implementation of horizontal drilling tech. Besides the usual business deduction to drill a well, we learned that only 20% of its eventual production is subjected to tax. The invisible hand of the market is indeed hidden.
 
Almost everyone who can use a BEV with current technology already has one.
Um, not even close. I'd buy one in a heartbeat, I'm just not at the end of my "car cycle". Used small BEVs are under 20k, and there's a plethora of Teslas in the 18-28k range. There's a giant segment of the market that would be interested in BEVs that isn't aware they're available yet.
 
The cars still exist, the owners are taking over the company and building it themselves so that support is ongoing as well as parts.
there's quite a few for sale here, but can't be sold to non businesses because of the no support ( EU consumer protection rules)

Would be excellent if the owners are once again picking up
would you happen to have a link or something where i can do some further reading ?
 

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