Over the next five years, Panasonic is planning to increase energy density by 20%, while also having cobalt-free batteries available in the next two to three years, according to Reuters.
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I don’t think Tesla will wait 5 years. Tesla will make their own improved batteries sooner. We’ll know more on battery day, which is 09/22/20.
I'm sure you're right. Doubting that Musk can deliver has an ugly track record (speaking firsthand here).