Mangrove’s 1,000-tonne lithium refinery in BC proves electrochemical processing works, but scaling to 20,000 tonnes is where capital costs and current prices collide.

Hyundai EREV bets charging infrastructure stays broken through 2030. If fast chargers proliferate faster than expected, you own a complex hybrid solving yesterday’s problem.

High gas prices correlate poorly with EV adoption: the break-even calculation assumes rational actors replacing cars on schedule, but actual buyers prioritize monthly cash flow over lifetime fuel savings.

The BYD Sealion 05 hits $16,000 in China because of a 20-year supply ecosystem that doesn’t exist elsewhere, not shipping costs or tariffs.

Ohio’s $51 million buys 64 highway chargers, but EV charging Ohio buyers actually need is in apartment lots, not rest stops.

BYD is building 20,000 fast charging stations by 2027, each costing up to $500,000. The business case depends on utilization rates no one has published yet.