Battery production capacity for motor vehicles is currently scarce, expensive and suffering supply lags and challenges. This may change over time, but for some period securing an economic supply of battery production capacity will be pivotal to the successful commercialisation of electrified vehicles, and to the relative fortunes of individual auto makers. At the same time, electrification is a proven route to tailpipe carbon dioxide (CO2) reduction, or elimination. Therefore, the efficient deployment of available battery capacity between competing applications is critical to maximising fleet CO2 reduction.
In summary, this data strongly suggests that policy unilaterally favouring one technology solution may be deeply inefficient and perhaps even the wrong eventual solution. A better approach would be to use real-world data to allow competing technologies to flourish as they can evidence genuine CO2 reductions, delivered as soon as possible.
Full Article at Emissions Analytics Site