EV thematic latest best thing?
Morning Report 28/4/25 "net wave of EV adoption is just around the corner, as BYD and CATL claim some incremental advancements in battery range and charging speeds, i.e. next generation batteries with 1500km range and a game-changing rapid charging rate of 520km in five minutes, or 2.6km/second." Weekend Aust Pg 31 WSJ "Mike Dunne, who runs a namesake automotive consulting firm, said CATL's and BYD's superfase charging technologies are a genuine breakthrough, but several challenges remain. The new technology will cost more, and frequent usage will wear out the battery cells, he said. "It's more sizzle than steak" Dunne said. Q Will the early adoption cycle revert ?
