Shortage of lithium-ion batteries
is probable. Too few gigafactories. Too many burning batteries: factories shut to sort out their problems. The US-China trade war cuts off materials. Inadequate lithium or cobalt mining.
Electric vehicle demand is probably being underestimated. Expect cost parity with conventional cars in 3-7 years when range demanded by most prospective buyers - 300 miles/ 480 km - is also met. IDTechEx 2020-2030 projections of battery
capacity for all 100 IDTechEx EV categories reveals pent-up demand if promised cell cost reduction is met - a staggering 3,900 GWh in 2030, over double the committed 2028 global production.
Every month a bigger commitment in gigafactories is announced but we should plan for shortage. Lithium-ion for grids has many alternatives - flow batteries to pumped water. Substitute here first. See IDTechEx report, Batteries for Stationary Energy Storage 2019-2029
Come back HEVs with NiMH batteries
like the Prius. Revert to LFP Li-ion without cobalt if that metal is the problem or buy more low-cobalt high-energy-density versions - Panasonic
. There could be a halt to the progress of Li-ion replacing lead-acid in mobility-for-the-disabled, two-wheelers and forklifts but turning the clock back usually means the planet is the loser.