To the Editor:|
Barron’s rightly points out that a rapid increase in adoption of electric vehicles in the next few years will strain our capacity to provide critical materials and to manufacture the volume of batteries to meet the demand “Tesla Is Winning the EV Race. Better Batteries Will Help Ford and GM Close the Gap,” Cover Story, Oct. 29). But aren’t utilities moving rapidly to replace fossil fuels with solar and wind? This, of course, will require a massive implementation of battery storage—an order of magnitude more than what is projected for EVs. Something in these scenarios must give. I suggest that the growth rate of EVs and renewables will fall well short of optimistic projections. My advice—hold on to your beaten-down fossil-fuel investments for a nice, steady return in the coming years.
Edward Bohn, Seahurst, Wash.
To the Editor:
When discussing EV batteries, it’s shortsighted to just talk about mining and…