3min chapter

Shift: A podcast about mobility cover image

Keith Phillips lays groundwork of America’s domestic EV supply chain

Shift: A podcast about mobility

CHAPTER

Demand for Electric Vehicles in the Second Half of the 20th Century?

By 2040 or certainly 50, essentially all the cars sold will be electric. There's over $60 billion of capital commitment just in the US alone to build battery plants. All the big car companies pretty much are embracing it and they're all in. So we think demand will be dramatic.

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