Hi Mongo. So I think I see why we're talking past each other. There is a distinction between an "initial charge" (your term, not actually used in the Tangray.com link) and "cycling" a new battery cell.
Most manufacturers will run their newly made cells through from 2-4 discharge/charge cycles to break in the cell. The first discharge will be to made to ~25% DOD, then 50% on the 2nd cycle, 75%, and 100%, then finally back down to 70% DOD for storage and shipping.
But the 1st action during break in is a shallow
discharge. The battery is at full state of charge as soon as its assembled. This is easy to verify with a voltmeter. The cell is assembled with active compounds, not discharged/spent compounds than need to be recharged. This is also easy to see in the appearance of the electrolytes between a fully charged cell and a discharged one. And yes, a SEI layer forms with most Li-Ion chemistries over the 1st few charge cycles, which also makes the cell look different from new.
Now for the important part, which gets back to your original statement that GF1 would need 150 GWh of PV to charge its annual production of battery cells. Newly built cells do not need an "initial charge", the chemical potential energy is already in the enclosed compounds. They
DO need to be cycled a few times to break them in, but that is not a full loss process.
Typically, cell testing rigs discharge one bank of cells by applying a load to another bank of storage cells. Then when the test rig recharges the cell being tested, the energy is returned from the storage cells. Back and forth, back and forth a few times. Yes it's not free (coulomb effic. losses, wiring and electronics losses, cell heating) but it's no where near the energy required to fully charge a depleted cell.
So that's probably where we're talking past each other. "Initial charge" might be a shorthand way to refer to the charge cycling performed during the break-in process, but it is a sloppy shorthand that has lead to a lot of confusion about the chemistry involved.
Charge cycling/break-in is not like "filling the cell with electricy" for the first time with a new battery cell as many people assume. The "gas tank" isn't empty when its built, because it's not a gas tank.
See 1:24 of this video for an example of cycling the cells, which they call 'aging', and I call break in.
Note that if you buy RC LiPo cells from HobbyKing, those cells have never been cycled and have about a 10% failure rate. Most RC users perform 3-4 shallow cycles on their new batts to break them in. Most quality RC chargers actually have a mode to do this now, and allow you to attach an external battery to sink the energy during the cycling. Kinda like the big boys like Panasonic.
So Peace?