The batteries are refusing to die on schedule
Everyone planned for EV batteries wearing out. The data says they’re outliving the cars, and that quietly changes what a battery is.
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The battery of the future has an oil refinery in it.
Everyone is watching the carmakers race to solid-state. Almost nobody is watching the company making the ingredient they’ll all need, and its head start goes back to 1994.
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The most decisive company in battery recycling is a lead one
While everyone else debates what battery recycling will become, one company built the future version, sold the old version, and moved on. It took about three years.
