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 …
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 …
Energy Parks on Twitter was trying to push unsubstantiated fears of battery fires in response to my coverage of my positive experience with Tesla solar power and Powerwall batteries. My positive experience is that I have ample solar power to run my air conditioning in recent hot weather 95-117F (35-47C). I sell power back to …
BYD is aiming for 280,000 monthly deliveries of battery electric (BEV) and hybrid electric cars (PHEV) by the end of the year. BYD sold and delivered 174,915 hybrids and BEV in August. In August, BYD had 82,678 BEVs which was nearly triple the 30,382 units in the same month in 2021. Plug-in hybrid vehicles were …
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 …
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 …
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 …
We know what will happen in the next two years with electric cars because we know what electric car factories and battery factories have already been built. Electric Car Factories take time to build and scale production. Battery factories and battery supplies take time to establish. This is the same as in 1943 in WW2. …
Sandy Munro and his team have a video showing a teardown of the Tesla Model S Plaid batteries. The Model S Plaid uses 7920 smaller 18650 battery cells. It has superior cooling and more cells in parallel. This gives the Plaid more power. The increased power requires more cooling. Sandy and Cory discuss the construction …
Lars of Best in Tesla has reviewed the EV forecasts made by IEA, EIA and Opec and Deloitte and Ark Invest from 2016. Let us look at how much the energy picture changes as we shift over from gas cars to electric cars. In China, it is a lot of coal power but also new …
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 …
