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9.‘Energy Revolution 2030’(by Tony Seba, Stanford Univ. Prof)





              ➢ “In 2030, all new cars will be EVs.”

                              th
              ➢ NY’s 5 Avenue was full of horse carriages in 1900, but with only one

                   car. In 1913, the same place was covered with cars.


























                       EV lithium battery price trend                                 “If EV battery price reached
                                                                                      U$ 100/kWh, which is expected to

                                                                                      happen in 2024, ICE car industry

                                                                                      would disappear."









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        BUSINESS CONFIDENTIAL                                                  1 0
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