Till new sources and tech for Lthium and other tech is found, this is nice to have as 2070 target. Just far out, for it to be forgotten in a decade.
I don’t particularly care for the politics of it or even the science for it. But I have a data point that you can check.
Coal India is ramping up production to cross 1 Billion tonnes/year and is already close to hitting it.
EV needs power to charge, power has to generated somewhere, it’s coal that’s the cheapest till SMR(small modular reactors) become commonplace or PHWRs are rolled out in fleet mode.
There will be no net zero but we sure will have growth in Batteries, solar, silicon ingots, plastics, turbines, magnets, copper, wiring, motors industries.
I will invest in the above though
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