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I think he's wrong, for a lot of reasons, but one in particular that wasn't even mentioned: the chicken & egg problem of battery manufacturing. You obviously need batteries for (electric) hybrids and EVs, but who's going to invest billions in battery manufacturing plants unless they're fairly sure of a market for their product? And who's going to build a car that relies on batteries, unless they're sure that someone's going to be making those batteries?
Notebook computers & other personal electronics made mild hybrids economically possible by first creating a market for expensive but lightweight NiMH & Lion batteries. Mild hybrids in turn create a bigger market for batteries, while new technology & economies of scale bring down their price. This makes it economically feasible to put more batteries in each new hybrid, which in turn brings the price down further...
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