[Martinjlm]

Originally Posted by hotlap

This accounts for only part of the downstream impact. I was curious if the entire cycle is accounted for when “we” say net zero.

Not sure what you’re getting at here. Manufacturers can control the carbon impact of what they manufacture. How the customer uses and eventually dispose of it is not on the manufacturer’s balance sheet financially or in terms of disposal carbon impact.

Originally Posted by hotlap

BEV vehicles to this point (20 years) is minuscule compared to what is coming.

Melting down ICE drivetrains compared to 12-15 billion pounds of batteries in scraped vehicle each year.

Pretty much my point. Remanufacturers who’ve been able to make profit remanufacturing 1.8 kWh batteries are in good position when they start remanufacturing 20 - 200 kWh batteries. But some of the spent batteries will be used for second life purposes. Batteries that can no longer be used for automotive can be re-purposed for energy storage for solar farms and wind farms. Very few batteries will actually make it to the scrap pile.

Originally Posted by hotlap

Residual value is an unknown for early adopters. $$$$$?

Including the disposal cost.

Again, as far as residual value, you could just as well be speaking to me in Portuguese. I’d understand it just about as well.