There are a few reasons for that.

1) But the battery suppliers are closed too, so it’s still a supply issue.

Slowing? Base on what? Seems to be quite on track to me:

1) Fuel Cells will never reach 90% due to theoretical limits. So yes, they can never be as efficient as batteries.

1) The drop in EV sales wasn’t that large YoY, and considering that average EVs have more kwh in them, the drop is clearly in supply more than demand. Even the manufacturers themselves are saying there is a supply issue.

I thought ev was much heavier than hydrogen since it needs to pack a lot of batteries. Toyota mirai weights 4,075lb while Tesla model s hovers around 4,833-4,941lb.

lol, you are aware Tesla sales are up YTD YoY right? Even with COVID. That isn’t just from early adopters.

The current fuel cell technology is PEM fuel cells, which go back to the 1966 GM Electrovan. They technology has been improving SLOWLY. In comparison, lithium ion based cars appeared in the 2000s.

1) Closing manufacturing plants means less supply, not demand.

1) The automakers are shut down as well, so it’s still a supply issue.

Hydrogen is the end game when we break fusion, hydrogen fuel cells though are not. That said I doubt anyone will let you put a fusion generator in your car anyways so we’d still be running on something like batteries.

But crashing electric vehicle sales because of the pandemic also hit the battery market, where, for the first time ever, demand is expected to fall this year.

1) There is nothing wrong with using oil as a material.

And that is why they target renewables with campaigns?

While they do have some, there is a reason why renewables isn’t to their liking.

Revenue Neutral Carbon Tax is the way to go if you want to make progress quicker. You can adjust the disparity of rich and poor through other forms of taxation if need be. But that may not even be necessary as the rich will generally generate more carbon than the poor.

We are long away from making fusion happen

The space elevator still requires a lot of materials we don’t have, and it would be quite a long trip to the elevator. A better solution is the StarTram which can be built using current technology and would get to space much faster while being able to carry much more.

1) Why does the size of the factory matter again? What matters is the PRODUCTION amount.

1) The original commitment was 35gwh cells in 2020.