EV Battery Capacity Pipeline for 2031 is Over 7 Terawatt Hours

The global capacity of lithium-ion battery gigafactories is set to surpass seven terawatt hours (TWh) by 2031, according to Benchmark’s Gigafactory Assessment. This milestone comes just four months after the ten-year pipeline exceeded six TWh in April. Over half of the global capacity is 2031 is controlled by just nine companies. China is set to …

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Energy Infrastructure for All Electric Cars

Assuming each EV travels 12,000 miles annually, consuming approximately 300 Wh/mi of AC energy and assuming 4.9 % system losses for transmission and distribution, then each EV will require 3.8 MWh/year of energy generation. If there were 10 million EVs in California then they would need 28 TWh/year. The US has added up to 100 …

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Ford Hopes to Produce EVs Late in 2023 at Tesla’s 2020 Runrate $F $TSLA

Ford’s late 2023 electric vehicles production runrate target is half of Tesla Q4 2021 production runrate. Tesla built 305,000 vehicles in Q4 of 2021. Annually at that rate of production Tesla would make 1.22 million cars. Ford hopes to be about three years behind Tesla in EV production. Tesla ended 2020 with 179,757 produced in …

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Panasonic Scaling Batteries for 26 Million EVs Per Year to Supply Tesla

Panasonic Energy is building a pipeline of 2 terawatt-hours (TWh) of battery and raw material supplies for Tesla as part of a new mandate from the Elon Musk-led company, according to Chief Technology Officer Shoichiro Watanabe. 2 Terawatt-hours per year is enough for about 26 million electric cars per year. Panasonic will need to build …

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Lithium Shortage and Supply

Lithium comes from spodumene ore via hard rock mining or from metallic brines stored in man-made ponds in the high deserts around the world, South America primarily. If brine is the source material, water has been pumped into the earth, usually in a very remote location, to create a brine that is captured in storage …

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Which Carmakers go Bankrupt First with the Death of ICE Cars?

Which Car Companies Goes Bankrupt or Restructures First? They will be losing 50-90% of their legacy auto business from 2024-2028. When and how fast will depend upon their region and types of cars they make. Large trucks and SUVs will take 2-5 years longer to replace. China and Europe and transition about 2-4 years faster …

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