Gigapress
Trying to be less wrong
This is about the same as Battery Day.Listened to the interview again and although there is some debate I'm happy to hear Tesla will aim to now produce 30 Twh of batteries or 10% of the 300 Twh Elon believes the world will need to produce annually around 2030. This is a 10x increase from the original 2030 goal and in line with Elon's recent statements regarding massive expansion.
Solving the money problem video scroll to about 2:15 to see Steven's discussion on the topic.
300 TWh is for total cumulative production of batteries to eliminate coal/oil/gas, whereas 3 TWh from battery day was referring to annual production.
If Tesla gets to 3 TWh by 2030 as planned and held steady for 10 years they’d make 10% of the total.
For what it’s worth, I think Tesla will make a lot more than 10% of the total. They already are more than 10% of the world battery market once the new 4680 lines have ramped next year.