Volkswagen Power Day, page-405

OMG how stupid are you/we/I


"The Faraday Institution forecasts that in 2030 SSBs are likely to take a 7% share of the consumer electronics battery market globally and a 4% share of the EV global battery market (Figure 2). But it is not until 2040 that the market is predicted to become extensive. Global SSB demand in 2040 is expected to reach 300 GWh and 1,600 GWh per annum in the consumer electronics and EV market respectively (Figure 3)."

https://faraday.ac.uk/get/insight-5/

And how many GWh of battery demand (just for autos) by 2030 .... not bothering to (repost) those charts. I know many of us are looking to a long term hold ... but 2030 is already a long way off and 2040 is a long long way off.

btw @q1w1 QS made me good money ... still holding 30% of original investment but I'll take >$100/sh profit. Sometimes its obvious when to sell ... and sometimes its obvious when to buy. Plenty of opportunities in this (electrification) megatrend and highly doubt only one winner. We know what we have in Sweden and what that means for the EU's electrification plan. So all TLG has to do to be successful is to stick to and execute on the plan as outlined.

From what I read there is an extraordinary number of different battery cells/configurations.