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Not commenting on geopolitics but just logistics, this stuff will be made in China so if you’re somewhere else, it will have to be brought to you, and 100kwh (the amount in a car) weighs around 1000 kg. So the transportation cost all by itself will probably be above $10 per kwh.
Anyway you won’t see retail products at that price, just like you don’t see LFP for $50 a kwh now. You have to buy at the scale of EV manufacturers or electric utilities.
I’ll believe it when I can actually buy them at that price. I don’t think that will happen anytime soon.
Not commenting on geopolitics but just logistics, this stuff will be made in China so if you’re somewhere else, it will have to be brought to you, and 100kwh (the amount in a car) weighs around 1000 kg. So the transportation cost all by itself will probably be above $10 per kwh.
Anyway you won’t see retail products at that price, just like you don’t see LFP for $50 a kwh now. You have to buy at the scale of EV manufacturers or electric utilities.