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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Tesla Killers or Tesla Kills Competition

There is a lot of confusion and misinformation when we look at electric vehicle competition. There are many common mistakes or problems in reported EV data and analysis. * there is the inclusion of plug in hybrid vehices with battery electric vehicle sales Plug in hybrids (PHEV) have combustion engines. Norway has seen PHEV sales …

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BYD Vice President Confirms BYD Will Supply Batteries to Tesla $TSLA

CNEVPost (China New Energy Vehicle Post) interviewed BYD VP Lian Yubo, BYD executive vice president and president of its automotive engineering research institute, said BYD will soon supply batteries to Tesla. This statement seems to confirm rumors that BYD would supply 10 GWh per year in blade batteries to Tesla. This would be enough for …

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