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Will there be an additional 65 GWh of suitable battery cells available from third-party suppliers globally, at reasonable cost, in such a timeframe? This seems
by marvin 7y ago
Will there be an additional 65 GWh of suitable battery cells available from third-party suppliers globally, at reasonable cost, in such a timeframe?
This seems somewhat doubtful to me, given how strategically important battery cells are for EVs, and how everyone and his dog has announced that they will make an EV.
- Robotbeat 7y agoExactly 65GWh? I dunno. But a substantial number, yes. Announcement of EVs doesn't count for much. The last 5 years have seen lots of announcements and not a ton of deployment. Cylindrical cells (except for the longest range or highest performance vehicles) are nearly commodities. Tesla's early decision to go with cylindrical cells keeps being validated. It's a major risk reduction to be able to switch cell producers without redesigning the whole battery pack or car. Other car companies like Rivian are also using cylindrical cells.