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Another risk for the industry is, of course, the development of alternative batteries that do not require lithium. These will also be popular with regard to the eco-balance of e-vehicles.
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@Blueyy I don't think it represents a risk. At most, a new competitor. But it will certainly be a very long time before these solid-state batteries can absorb capacities similar to those of Li batteries. And balance sheets are, of course, only ever designed to look attractive. It's not a battery phenomenon, after all. 😅