Am I supposed to take a guy wearing a jester hat, while standing in a snowstorm, talking about EVs seriously?
Having owned a Tesla Model Y for 3 years now I can speak to Tesla:
First off I just want to clear the misconception that Tesla owners buy their cars because they are "saving the world". Maybe for some people but I bought my Tesla because:
1. I wanted to "save at the pump"
2. It's a crazy fun car to drive
3. It's practically zero maintenance.
4. I get to drive in the carpool lane here in Az
As for the "Tesla's Significant drawdown in capacity": I just went to the Tesla website and there is still a 1-2 month wait time for the most popular models (Model Y and Model 3). Since Tesla first started selling cars in 2017 they have sold a total of 5,000,000 EVs worldwide. In 2024 Tesla is projecting sales of 2,100,000 vehicles. I don't think they are ramping down anytime soon. LOL
Now consider that even the Hideous Cybertruck (Yes I think it is the ugliest truck ever) has over 2,000,000 pre orders. Tesla plans to make around 375,000 Cybertrucks a year which currently puts the backorder on it to 5 years. Again they are not ramping down anytime soon.
I don't know what this guy is talking about regarding infrastructure. 99% of EV owners charge their car at home everyday. I only charge my car to 80% and I can easily go anywhere in the valley without a care. On occasion we will do a road trip maybe once every month or two where we will use a supercharger. I have never had to wait for a supercharger in the 3 years that I have owned my Tesla.
This guy may be correct about other car companies who are struggling to catch up with Tesla. I know that GM is having a hard time ramping up mass production of it's "Ultium" battery cells. What people forget is that these other companies are 5-10 years behind Tesla in development and mass production of these products.
With respects to raw materials there is a need for Lithium in particular. However it's not like Lithium is a rare material. Musk tweeted back in April 2022. “There is no shortage of the element itself, as lithium is almost everywhere on Earth, but the pace of extraction/refinement is slow.” It's just a matter of ramping up the extraction and refinement to meet demand. Most lithium mining happens in Australia from hard-rock sources and in Chile from brines. And currently 70% of Lithium refining happens in China. However about 6 months ago Tesla broke ground on a Lithium refinery in Texas to dramatically reduce that reliance on China. Well at least for Tesla.