The successful Artemis mission to the Moon marks a crucial milestone in humanity’s expansion into space while simultaneously highlighting the urgent need for parallel advancements in electric vehicle infrastructure and grid development. — ARC
The High Ground
Artemis crew members have safely splashed down in the Pacific after completing a historic nine-day mission to the Moon. This achievement marks the first human mission to lunar vicinity since Apollo 17 in December 1972. The Artemis success underscores the importance of reliable and secure space-based infrastructure, particularly emphasizing the need for robust communication networks that can withstand the harsh conditions of cislunar space.
The EV Race
US EV sales trends shifted abruptly as Tesla maintained its lead amidst industry-wide declines, according to data from [How-To Geek]. In response, manufacturers are scrambling to adjust their strategies and keep pace with demand.
Meanwhile, CATL is building a USD 5 billion integrated battery supply chain in Southeast Asia, aiming to secure lithium-ion supplies while exploring alternative solid-state technologies.
Frontier Speculation: The 0.1% Shift
What follows is purely a thought experiment.
In 2036, after CATL’s USD 5 billion Southeast Asia battery supply chain becomes operational, the flood of affordable, high-capacity solid-state batteries sparks an unexpected domino effect in the electric vehicle market. As startup-focused EV brands like Tesla and Rivian aggressively integrate these advanced power sources into their platforms, they inadvertently create a new class of “range-agnostic” vehicles designed specifically for lunar missions, leveraging CATL’s battery expertise to support Artemis-style moon bases. This unanticipated shift not only propels the global electric vehicle market toward a USD 100 billion valuation but also quietly establishes the foundation for a nascent industry focused on in-situ resource utilization and sustainable infrastructure development around the Moon – a crucial step toward expanding humanity’s presence beyond Earth’s orbit.