Bold 1: I think we could say your prediction is based on a continued, linear progression based on the past. This is a great foundation for making predictions. I do it all the time. It's sound in baseball predictions and such. I have nothing disparaging to say about it.
But I just view the EV battery thing as an unexplored paradigm shift, and so that unknown makes a prudent, linear progression prediction perhaps a little more wonky or unlikely (ultimately perhaps not, again, time will tell).
Not just based on linearity, although that's important. I think that the actual battery energy density is not going to progress fast enough, even including the idea of solid state batteries. Batteries for BEVs today frequently weigh upwards of 1000 lbs. IMHO the infrastructure needed for battery swaps would make things infeasible until you get that down to an order of magnitude less weight or so, and the engineering of making a car frame that can accommodate battery swaps requires the same improvement.
In most industries, you hear researchers talking about the future of their technology. I'm not hearing researchers even speculating about what gets us an order of magnitude advance in energy density. Which makes me think that it's much farther out than a decade.
There are bigger reasons I don't think it'll happen, not least because I've talked to a lot of BEV owners and not a single one has expressed a desire for battery swaps. In fact, turning basic external belief about the industry on its head, one of the biggest lifestyle changes to going BEV isn't dealing with range anxiety... It's the relief at basically never even having to think about "filling up". If you charge at home, every morning your car is ready to go and it might only be a handful of times per year that you drive far enough in one day that you exhaust what you have in the morning. One of the guys I know with a BEV was talking about the annoyance driving his wife's car (ICEV) because for the first time in months he had to actually pay attention to the fuel level.
IMHO it's a solution in search of a problem.
Bold 2: Sure, but sometimes.....it IS "for whatever reason." More specifically, we may think something and not know why we think it. We may prefer something, yet not know why we prefer it. I'm afraid your comment here is related to the "we can't say we don't know, so we have to come up with something" ideology. It may not be, and that's fine.
But if I am unable to pinpoint the WHY I think something, I should not guess or pull something out of my ass. Agreed?
The biggest issue that I had with the EV thing--and it's a pattern with you--is not just the guess or pulling something out of your ass. We all do that. It was the seeming level of commitment and confidence you had in a guess you pulled out of your ass.
And this goes to the first post I wrote in this thread. There's no shame in saying "I don't know" or "I have no opinion on that". There's also no shame in saying "
I'm just speculating here, but I think a lot of the slowness with BEV adoption would be solved if we could figure out battery swaps." Then we would have had a nice cordial conversation about the market evolution, the assumptions needed for your speculation to be true, etc. Instead of you saying "well it's going to happen" and starting a debate where I'm throwing facts at you and you're responding with "nah, I just believe it's the future."
Perhaps it's just your communication style, but you typically do the opposite. You present your opinion is the one and only truth, and then dig into your trench when challenged. And that's usually a bad thing when your opinion is a guess or something you pulled out of your ass.