3 ms·

This is the chart I'm talking about: https://cdn.ihsmarkit.com/www/images/0722/global-battery-cell-plant-utilization-rate.png https://cdn.ihsmarkit.com/www/imag

This is the chart I'm talking about: https://cdn.ihsmarkit.com/www/images/0722/global-battery-cell-plant-utilization-rate.png https://cdn.ihsmarkit.com/www/images/0722/global-battery-cel... The green bar is actual production (the figure that actually matters). The gray bar is production capacity. Notice how the green bar is one third to one half that of the gray bar? This is why it's important to distinguish between production capacity and actual production figures. The way you're conflating production capacity with actual production is exaggerating the availability of batteries by a factor of 2 to 3.

ZeroGravitas 3y ago
I couldn't quickly locate the original source, but in your link the reference to 'utilization' suggests it's talking about how much is used for cars, not how much production is sitting idle: > Compared with 56% of the installed capacity in Greater China being used for light vehicle segment, Europe will have a much higher capacity utilization of about 74%.
- Manuel_D 3y ago
  Incorrect, this is about how much battery production is produced in total. The talk about cars is explaining the breakdown of demand. Show me a source claiming that 1,500 GWh of batteries was actually produced. Not installed capacity. Not demand. Actual production. 1.5 TWh is an incredibly high number, and would represent a 200% increase over the previous year. This source talks about demand (not production) of 670 GWh for 2022 [1] but who knows how much of that demand was actually fulfilled. But even if it was 100% fulfilled that's still less than half of 1,500 GWh. The latest data I could find on actual production was 476 GWh in 2021 [2]. 1. https://www.utilitydive.com/news/battery-raw-materials-pose-barrier-US-manufacturing-SEIA-report/700411/ https://www.utilitydive.com/news/battery-raw-materials-pose-... 2. https://interactanalysis.com/insight/lithium-ion-battery-market-is-moving-into-surge-mode/#:~:text=Just%20look%20at%20the%20figures,of%20a%20longer%2Dterm%20trend https://interactanalysis.com/insight/lithium-ion-battery-mar....

ZeroGravitas 3y ago

I couldn't quickly locate the original source, but in your link the reference to 'utilization' suggests it's talking about how much is used for cars, not how much production is sitting idle: > Compared with 56% of the installed capacity in Greater China being used for light vehicle segment, Europe will have a much higher capacity utilization of about 74%.

Manuel_D 3y ago
Incorrect, this is about how much battery production is produced in total. The talk about cars is explaining the breakdown of demand. Show me a source claiming that 1,500 GWh of batteries was actually produced. Not installed capacity. Not demand. Actual production. 1.5 TWh is an incredibly high number, and would represent a 200% increase over the previous year. This source talks about demand (not production) of 670 GWh for 2022 [1] but who knows how much of that demand was actually fulfilled. But even if it was 100% fulfilled that's still less than half of 1,500 GWh. The latest data I could find on actual production was 476 GWh in 2021 [2]. 1. https://www.utilitydive.com/news/battery-raw-materials-pose-barrier-US-manufacturing-SEIA-report/700411/ https://www.utilitydive.com/news/battery-raw-materials-pose-... 2. https://interactanalysis.com/insight/lithium-ion-battery-market-is-moving-into-surge-mode/#:~:text=Just%20look%20at%20the%20figures,of%20a%20longer%2Dterm%20trend https://interactanalysis.com/insight/lithium-ion-battery-mar....