may see 6x the 2016 Lithium battery production by 2020

[SpiceWare]

If this all pans out we could see the global production go from 28 GWh in 2016 to 174 GWh in 2020.

Tesla Style Lithium-Ion Megafactories /could Get Boost From China

 

[SageBrush]

Let's see ...
A billion cars, at 50 kWh a pop requires 50 billion kWh, or 50,000 GWh
Presuming a battery life of 10 years, eventual production capacity should level off at 5000 GWh a year

Conclusion: there is more than enough room for everybody who wants to build Gigafactories. And this is before we consider battery applications for home and the power industry.

 

[Brando]

Let's see ...
A billion cars, at 50 kWh a pop requires 50 billion kWh, or 50,000 GWh
Presuming a battery life of 10 years, eventual production capacity should level off at 5000 GWh a year

Conclusion: there is more than enough room for everybody who wants to build Gigafactories. And this is before we consider battery applications for home and the power industry.

right on - and see how many other auto execs. are jumping at this remarkable opportunity - where are they??
- well perhaps the storage industry ? (maybe for large scale +100 MW a cheaper solution will be found? maybe not)

Also, 2017 battery demand reached 31.3 GWh. in China
and we think Tesla will produce close to 35 GWh in 2018.
The race is on - I guess we should wait til Jan. 2019 to look for data on the battery production race.


PS - Still curious to me Australia doesn't get into the Lithium Ion battery production.
They have all the raw materials, plenty of sun for cheap solar power and it would/could be a good hedge against coal production exports, which should start to trend down, right?