Once upon a time – a long, long time ago – my mom was a high school debate champion in Montana.
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She reminded me of it every day that I was alive.
And so, our Thanksgiving dinners – which for most families is about going around the table and saying what you’re grateful for – were all devoted to discussing the hot topics of the year.
I know. It looks like a nightmare. The very thing that most people try to avoid on Thanksgiving is the one thing we are actively looking for.
But it turns out I like to debate as much as my mom. My old man too. My wife picked it up, and my 18 month old daughter is perhaps the best debater of all of us (she’s great at saying “No” and no one has come up with a good rebuttal for that yet – the benefits of being. adorable, I guess).
As they say, the misfortune of some makes the happiness of others …
Many of my best memories growing up involve sitting around a table at Thanksgiving, debating climate change, or the wealth gap, or even the value of modern art, coming and going. , point by point, until someone concedes – and the debate is over.
Winning the annual Thanksgiving debate at Lango’s was like a badge of honor that you had to wear all year round – until next November, and you had to earn it again.
This tradition continues today, and this Thanksgiving, I know exactly the topic of debate I am proposing: Electric vehicles.
Concretely, I am ready to firmly defend the thesis according to which, thanks to a miraculous battery breakthrough, electric vehicles will become ubiquitous by 2030.
You see… Electric vehicles are taking over the world, but they’re doing it very slowly. I mean, we’re still at around 5% automotive market penetration today – and the Model S launched about a decade ago.
Electric vehicles move at a snail’s pace, and that’s mainly because the batteries underlying electric cars have been limited. Namely, they don’t last very long, they take forever to recharge, and you have to replace them very often.
In short: the EV revolution won’t go mainstream until we do better piles.
That harsh reality here is that even though batteries make things work, today’s batteries prevent electric vehicles from performing as well as they could.
Conventional lithium-ion batteries – which are currently the dominant status quo in smartphones, smartwatches, electric cars, etc. – are built on the chemistry of liquid batteries. That is, they are made using a solid cathode and anode with a liquid electrolyte solution connecting the two.
These batteries have worked wonders for years. But, due to the physical constraints of processing a liquid electrolyte, they are now reaching their limit in terms of energy cell density – which basically means if we want our electric phones, watches, and cars to last longer and last longer. charge faster, we need a fundamentally different battery.
Insert the battery breakthrough that will solve all this and press the EV Revolution’s fast forward button.
Prepare yourself, Langos, because this will be the best debate in the last 20 years.
And for you, well, for you, this battery breakthrough may represent the most exciting investment opportunity in the last 20 years.
Click here to learn more about it.
At the time of publication, Luke Lango had (directly or indirectly) no position in any of the stocks mentioned in this article.