The great electric car race is just beginning (edition.cnn.com)

The article contains predictions that VW will go from 26k electric cars sold in 2018 to 1.4m in 2025, while the current sales leader Tesla will only manage to go from 200k to 400k. There's a bunch of rhetoric in the article from car manufacturers that they will easily win because they've been building cars for a century. Statements like we were not in the production hell, and we are still not, and we will not get into any kind of production hell from an Audi executive. However there's very little talk about the most likely bottleneck they will face, which is battery production. There's a brief note that automakers are snapping up every battery they can find but no discussion of any potential problems they might encounter in snapping up enough to sell millions of electric cars per year. The much repeated 100 year experience certainly doesn't apply to battery production. Not only that, but even the battery manufacturing companies don't have experience in producing batteries in such quantities. It's still very much uncharted territory.