Exactly 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 t

Exactly 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.