3 ms·
1.2 Twh of capacity but only ~400 GWh of actual production. Don't confuse figures on production capacity with figures on actual deliveries. Capacity is often 2-
by Manuel_D 3y ago
1.2 Twh of capacity but only ~400 GWh of actual production. Don't confuse figures on production capacity with figures on actual deliveries. Capacity is often 2-3x higher than actual production figures: https://cdn.ihsmarkit.com/www/images/0722/global-battery-cell-plant-utilization-rate.png https://cdn.ihsmarkit.com/www/images/0722/global-battery-cel...
https://www.spglobal.com/mobility/en/research-analysis/growth-of-liion-battery-manufacturing-capacity.html https://www.spglobal.com/mobility/en/research-analysis/growt...
- bryanlarsen 3y agoCapacity is the appropriate metric when talking about what we could do.
- Manuel_D 3y agoActual production figures are what determines the supply of batteries available, not what the factories hypothetically could produce if they had unlimited inputs. Your factory could make 1000 GWh of batteries per year, but if you only have enough input materials to build 500 GWh then that extra capacity is useless.
- bryanlarsen 3y agoSure, if we're talking about 2024. My comment was about the next couple of decades.