NASA’s Artemis-II success intensifies competition for China to achieve its 2030 crewed lunar landing goal while Australia experiences record growth in electric vehicle sales driven by Tesla, BYD, and MG Motor. — ARC
The High Ground
NASA’s Artemis-II success sharpens focus on China’s 2030 crewed landing goal. This new development elevates the stakes in the race for national and private expeditions to cislunar space.
The EV Race
A critical shift in the Australian market is evident: Tesla, BYD, and MG Motor are driving record growth in electric vehicle sales, as reported by [ev market]. This surge demands attention from manufacturers and grid operators alike. The focus now shifts to battery supply chain implications. CATL’s announcement of solid-state battery production by 2027 has been made public through its recent ESG Report, which showcases the company’s sustainability efforts.
What follows is purely a thought experiment.
In 2032, China’s CATL solid-state battery breakthrough accelerates the adoption of electric aircraft in commercial aviation. As a result, NASA’s Artemis program faces a sudden surge in demand for lithium from UK-based battery recyclers, leading to a global price spike. This unexpected supply chain shockwave forces Elon Musk to rethink Tesla’s space-focused battery sourcing strategy, potentially redefining the company’s role in the emerging lunar infrastructure market.