World EV Batteries over 105 GWh for First Half of 2021

CATL us the world largest battery maker and in the first half of 2021 they produce 60.3 gigawatt hours of batteries. They are on track to expand factory capacity to 200 GWh by the end of 2021. It is likely that CATL will produce 130-150 Gigawatt hours of batteries in 2021.

Global EV battery production was over 105 GWH in the first half of 2021.

According to SNE Research, the total battery capacity installed in xEVs registered in June amounted to 23.8 GWh, which is 148% more than a year ago.

This is annualized rate is about 285 GWh/year.

The two biggest players in the market are CATL with 6.6 GWh (up 295%) and LG Chem’s LG Energy Solution with 6.3 GWh (up 134%). Those two manufacturers account for more than a half (54.2%) of all xEV batteries deployed globally.

Panasonic is third with 4.0 GWh and a 17% share, but its rate of growth of nearly 54% is significantly below industry average.

BYD is up 395% to 1.6 GWh.

Global EV Battery Shipment – June 2021:
CATL – 6.6 GWh (up 295%) with 27.8% share
LG Chem’s LG Energy Solution – 6.3 GWh (up 134%) with 26.4% share
Panasonic – 4.0 GWh (up 54%) with 17.0% share
BYD – 1.6 GWh (up 395%) with 6.7% share
SK Innovation – 1.2 GWh (up 170%) with 5.2% share
Samsung SDI – 1.2 GWh (up 113%) with 4.9% share
CALB – 0.6 GWh (up 134%) with 2.7% share
Guoxuan – 0.4 GWh (up 135%) with 1.6% share
Envision AESC – 0.3 GWh (up 32%) with 1.3% share
PEVE – 0.2 GWh (up 23%) with 0.9% share
other – 1.3 GWh (up 195%) with 5.4% share
Total – 23.8 GWh (up 148%)

SOURCES- SNE Research, CATL, DKurac
Written by Brian Wang,

12 thoughts on “World EV Batteries over 105 GWh for First Half of 2021”

  1. In 1999 solar power couldn't replace oil. You need electric vehicles AND solar power.

    And the vehicles need to be parked at chargers during the middle of the day, but that is a solvable issue, especially if you are throwing around $1T.

  2. Very much agreed. Back in 99 there was a show on TV called The West Wing (about people in the White House). On one episode, some guy proposed making a solar grid the size of Connecticut out in the desert somewhere. He said it could provide enough energy to replace oil.
    This was back then. And the cost would be about $1T. Too much, right?
    But then you look at how much we spent in Iraq and Afghanistan, over and above the human cost. It was several trillion dollars. If we had that grid, there would be no motivation for us to protect oil.
    Today, such a grid would be smaller and much less expensive. But then we'd need to beef up our backbone transfer grid. Oh well. We need to anyway.

  3. Even if the oil use changes to coal (which it largely does not with modern power plant stats) but even if it does just swap to coal, that's going to produce significant changes on a geopolitical level.

    The sooner oil drops to being just a source of petrochemicals rather than energy, the sooner we can a stop being concerned with some very troublesome parts of the world.

  4. I'm loving EV's replacing oil, that's the best use for batteries. But this rush to try and have batteries replace baseload clean power like nukes? Physics Girl recently showed that America would be spending something like $574 BILLION in storage over the next few years. (Near end of clip ) I've spoken with nuclear engineer Ed Pheil who thinks we can get nukes down to $3bn / GW – but lets say it's $4bn. I have the questions, but am not that great with the numbers – but doesn't that sound like 143 GW of nuclear power plants that can PRODUCE power for 70 to 80 years? What fraction is that of America's energy demand? Tiny when America uses 100 Quads a year. How many 1 GW nukes to clean up America's energy? Subtract about 10 quads of existing clean power and you're at 90 quads to build.
    So – being bad at the math I rely on which gives us 3011 GW power plants to supply all America's energy (including oil) in nuclear. That's a LOT of nukes. But it doesn't help that the money going into grid storage is 1/21 of all that. Please double check all my back-of-a-very-RAGGED-envelope figures – I'm a humanities geek not science geek.

  5. 60A is considered substandard these days. I have a 1953 vintage 3 bedroom that has been upgraded to 100A (I don't think the breakers were original equipment), and I'm looking at upgrading to 200A when I add a workshop/garage with EV charging. 200A is standard now for new construction.

  6. Coal only supplied 21.5% of US electric power in the last 12 months. That's down from 50% in the mid 2000's. Renewables supplied 20.5%, up a lot in 15 years.

  7. more about ensuring cheap, reliable, and well-distributed power of any flavour or source in the next 2 decades. EV take-up and likely supplemental 'typical-house' usage will require on-site production and storage just to minimize scarcity, aggressive time-of-day rates, and just plain unsatisfactory in-home wiring. I pity the soul with the 60A service on their 1600+ sq.ft house… Even 200A service may be limiting in the next 3 – 5+ years.

  8. All about easing the transition. It's harder to get end users to take on a whole new paradigm (EVs) upto a significant percentage -than- it is to change over the feeder sources upstream – even if the GHG life cycle ticks up slower over time. Prep your customers first is the easiest way to ensure your product gets taken up long term.

  9. Read the other article. The source is becoming clean and renewable more and more every day. The switch over speed is going to shock people. Truly disruptive in the tradition of NBF.

  10. Once again, I have to be that guy.
    Where are they getting the energy to charge up these batteries? If it's dirty ol' coal, we're not really getting anywhere, are we?

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