In my opinion,
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Goverment has already started implementing safety standards after incident of fire incident of Evs.That is one of the reason why battery growth has been slow – as mentioned by kabra.
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As long as EV vehicles continue to innovate with technology, batteries will be upgraded along with it – as its one of the most critical technology in it . There isn’t an end game here – as per my opinion.
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Below is the Link of interview by Anand Kabra, where he mentions that dimensional standards are possible for swoping station ( Niti Ayog has proposed it as well – only dimensional standards ) , however since every 4 wheeler ( and for that matter even 2 wheelers ) wants to provide superior model, there can’t be a universal standard in this sector as it takes away their ability to innovate.
Anand Kabra – Managing Director at Battrixx | Upfront
Since expected demand is projected to grow at 53% ( from existing 6 GWh to 104 GWh by 2030 ) there is ample room for every one to grow.
Having said that, the company which will adopt themselves fast with changing needs of the OEM will be a big winner here in my view.
Always open to a different views. Lets learn togather.
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