> Nobody in US automotive is investing in solid state batteries the way BYD and CATL are. There's technical risk, but if those things work, IC cars are over. 9 minute charge and a few hundred miles of range.
This, even if you embargo the new tech, if the new tech is a lot better, it will create a more broad economic disadvantage in not adopting it.
There's a tipping point coming. Once 9 minute charging works, charging stations work like gas stations, not parking lots. Nobody stays long. It makes sense for legacy gas stations to rip out the fuel pumps and tanks, and put in fast chargers.
Gas stations have a lot of infrastructure for catching oil run off, they could put in superchargers, but it would be a horrible use of land. The superchargers can literally go anywhere with power access since EVs don't leak anything other than possibly some coolant. If gas stations become obsolete, they will be subject to rehabilitation before they used for charging.
It's about as bad as the replacement of single-walled tanks with double-walled was. Easier, because the double-walled tanks probably aren't leaking. When you
see a gas station with a little fenced-off area and a tiny building with warning signs, that's usually because there was a leaky tank there and the slow cleanup process is underway.
Gas stations are all about location.
There will probably be a business in doing a turnkey conversion. Prepare to bring in heavy power, shut down gas station, remove pumps, remove tanks, clean up and repair convenience store, put in chargers on the islands, replace signage, power up.
This, even if you embargo the new tech, if the new tech is a lot better, it will create a more broad economic disadvantage in not adopting it.