If we take Tesla, and just their in house planned production that we know about, that hopefully will be all ramped up by the end of 2025, it will be 300 GWh a year, that would be enough for 3.65M Model 3/Y LR, or for their cheaper vehicle, 6.6M
Again, this is ignoring third party suppliers that this year will supply Tesla with a bit less than 150 GWh
And Toyota is talking about 100k EVs in 2030? That is 8.2 GWh a year
I think it’s funny to put this into context
If we take Tesla, and just their in house planned production that we know about, that hopefully will be all ramped up by the end of 2025, it will be 300 GWh a year, that would be enough for 3.65M Model 3/Y LR, or for their cheaper vehicle, 6.6M
Again, this is ignoring third party suppliers that this year will supply Tesla with a bit less than 150 GWh
And Toyota is talking about 100k EVs in 2030? That is 8.2 GWh a year