World Battery Production

As of Dec 2019, the number of lithium ion battery megafactories in the pipeline has reached 115 plants. The world’s leading EV and battery manufacturer added a huge 564GWh of pipeline capacity in 2019 to a global total of 2068.3GWh or the equivalent of 40 million EVs by 2028.

In Jan 2019, Benchmark Minerals’ saw a Lithium-ion Battery Megafactory pipeline of 68 plants with a total capacity of 1.45TWh by 2028.

Europe’s planned 2018 lithium-ion cell battery capacity is now 348GWh.
China plans to add 564GWh by 2028 and has 88 of 115 lithium-ion battery megafactories in the pipeline to 2029.

Lithium ion battery demand has grown from a production base of 19GWh in 2010 to a production of 160GWh in 2019 from a capacity of 285GWh.

In 2019, LG Chem had the most lithium battery production capacity at over 50 GWh. LG Chem pis increasing EV battery production capacity to as much as 110GWh by the end of 2020. LG Chem plans to expand to at least 170GWh in 2024.

In December, 2019, LG Chem announced a 30 GWh gigafactory joint venture with GM.

Contemporary Amperex Technology (CATL) had over 40 GWh lithium battery production capacity.

Digitimes forecasts that Contemporary Amperex Technology Limited (CATL) will have 137 GWh of battery production capacity in 2022.

Lithium-ion battery maker Contemporary Amperex Technology Co. Limited (CATL) is building a 14 GWh battery factory in Germany and it should be completed in 2022.

Panasonic is making about 35 GWh of batteries and will ramp up to 54 GWh of production.

21 thoughts on “World Battery Production”

  1. None of this accounts for Teslas goal of producing 2-3 terawatts of battery capacity by 2030 alone. They already have a 10 gigawatt pilot plant producing batteries that are being sold in cars today. Those new batteries are half the cost and have much higher density and cycle life than traditional li-ion batteries.

    Tesla is about to take over the world within 5 years.

  2. Nuclear needs a carbon price of about $100 per tonne in the USA to be viable and about half that in countries that must import natural gas and use coal instead. It isn’t competitive until then.

  3. This is a LOT of batteries. Where are we on recycling efforts? Any commercial recycling companies? If we are producing a hundred GWh, we’re eventually going to have to recycle a hundred GWh.

  4. Hmm, I’d overbuild the nuclear output potential and distill water at low demand to cover load pits and mounds.

  5. tesla is primarily a battery technology company. The cars are a showcase for that tech. Spacex, the satellite internet web, roof solar and batteries are Tesla’s future. Show me somebody who is competing with them in any of those fields who is on par. In a couple of months they will disclose another advancement in battery tech and production that will cement their position as leader.

  6. The Tesla single crystal batteries demonstrated are good to use in an EV for 3000 cycles (around a million miles). Even after those cycles they can be repurposed for grid usage at like 70% capacity.

    EDIT: So 3x the cycles in the EV and 3x more cycles as grid storage and probably good for at least 25 years

  7. The world’s leading EV and battery manufacturer added a huge 564GWh of pipeline capacity in 2019

    “Pipeline capacity” is confusing. By this I assume it is planned factory capacity, ones they are working on getting permission for or are building. The last bar chart above only shows about a 60 GWh increase in 2019 over 2018 with 300 GWh total annual production in 2020.

    Still, to have 300 GWh in 2020 is quite impressive. If those batteries last ten years then this annual battery production rate will add up to a sustained battery fleet of 3,000 GWh (3 TWh) after ten years. If this capacity is charged and discharged completely 100 times a year then this is 300 TWh of juice stored temporarily each year. So each GWh of annual battery production gives the ability of storing 1 TWh of electricity each year.

    If annual battery production goes to 2,000 GWh in 2030 then this will top out at 2,000 TWh if this is maintained for ten years (2040). This is about 8% if the worlds electricity production, which should do much to help the sporadic production of renewables. Probably will need more, but it seems to be ramping up nicely.

  8. Brian Wang must be now a billionaire with such prolific future predictions. Didn’t see Tesla or the battery demand to buy shares in Tesla then!

  9. I don’t get that Tesla is in the picture. They are buying all their batteries from Panasonic, right? So they have zero cell production by themselves..?

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