I think there’s a lot of know-how too. Sure we may have researchers that know all about the cutting edge tech used in the batteries, but most researchers are not equipped with the skills to set up a factory. Do we know how to source all the materials at scale?

The competitiveness isn’t the main issue I think as there is strong political will to subsidize the shit out of this industry in order to have a more independent supply chain - as has been shown with Northvolt itself.