- Mahle wont be making batteries any time soon. China is massivley in the lead there. Even my bike battery is from China and it is top quality. (I got it in a clearance for €380 MSRP €1500 and it already paid for itself in one summer.) MB joint venture Denza uses chinese batteries.
- Primary pollution in terms of quantity and also fine particle content in cities is not industrial but from cars. They are working on all fronts to reduce pollution. Those old anti-China arguments can be used forever.
- Nobody is talking about sudden death of ICE but these are facts when govts (where they work together with industry etc - not the show me the money approach) make decsions and start creating incentives on several levels. Try to sell a 2 stroke scooter in China. VWs and others business growth plan is focused in China so you have to pay attention. In Europe they have the bulk of their sales but it is on the decline. Car-Sharing is really taking off in Germany. For every car share there are 8 new car registrations less. Other european countries are also ahead of Germany in providing EV infrastructure and giving subsidies. At some point a price tipping point could be reached. E-bikes are also taking off. I am not in Boston so I wont have a problem riding in January. Here even 80 year olds ride their bike in January.
- Of course what the US does remains to be seen. Probably like they resisted Diesels they will resist the EVs and continue driving SUVs and others will drive their Mk4 TDIs for the next 40 years. Big Swede Lawson will bring his smokey MB to the GTG?
Some areas like CA will probably pull ahead with Europe.