So, battery supply issues have hit production of the Jaguar I-pace and Audi etron. Short term issues I’m sure, but the fact remains there’s not enough Cobalt (and other materials) to make anything like the number of batteries BEVs will need, globally, in the short to medium term.
Cobalt production in 2019 is reported at 140,000 MT, down 8,000 MT on 2018. The projection for 2020 is barely much better.
We need a revolution in battery technology if BEVs are going to replace 33m cars in the UK. And in the meantime, we need to make better use of what we have. This is one of the reasons we’ll be responding to the Government’s consultation to query the proposed ban of PHEVs (which have much smaller batteries) from 2035, or even 2032