It looks like Simon Moores from Benchmark Mineral intelligence is using 1.2kg/kWh as the graphite anode multiple.
The graph below has Panasonic needing 2,400,000 tons of graphite anode for 2TWh (2m kWh) to deliver on Tesla's mid-July challenge to Panasonic
Australia's first PSG facility has been recommended for Approval by the City of Rockinghman, page-136
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