Spyke

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‘It’s stupid’: why western carmakers’ retreat from electric risks dooming them to irrelevance

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You are mistaking rare earth minerals for conflict minerals such as cobalt & nickel etc. Neither are required to build an EV battery. LFP & sodium-ion batteries do not require said materials.

Hydrogen vehicles also require a battery and electric motors.

I don't understand how much different the "strain on the energy grid" will be from an hydrogen car compared to a battery electric one. Both require electricity either to charge or generate and store hydrogen.

In fact for countries with the huge strain on its grid I.e Ukraine, electric cars are more popular as with vehicle to load functionality (V2L) it can be used to power homes and devices under blackouts.

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Hyundai Motor Group to launch pilot EV battery subscription program

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Malaysian car manufacturer Perodua requires a subscription for their battery even though there is no battery swapping.

Also

If you decide to sell the QV-E, you can only do it through the Perodua Pre-Owned Vehicles (POV) platform.

Perodua will disable the vehicle’s start function or battery operation. This will happen if you miss your payment for 2 months.

If you continue to miss the payment for another month (so, that’s 3 months of missed payments in total), the lease agreement will then be terminated. Once that happens, Perodua is going to locate your car and recover the battery within 14 days.

Battery subscription without battery swapping is a scam IMO.

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‘It’s stupid’: why western carmakers’ retreat from electric risks dooming them to irrelevance

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At current rates all the lithium required for battery production in China can be obtained by 2040 just from recycling old batteries with other materials followed closely behind.

Many grid operators have specific off peak pricing to encourage people to use electricity at those hours. You could set your electric car to charge at those hours to reduce the price you have to pay for electricity.

In fact certain energy providers have used the V2L capability built into many electric cars to balance the grid. Which in certain scenarios you could even get paid by your grid operator for your services.

Also gird operators already use dedicated batteries to balance the load from renewables so its not like batteries will not be produced.

Hydrogen vehicles for the same performance will require basically the same electric motors as a battery electric car.