The effect of the new EU CO2 regulations on battery demand.
"1.5 times the Gigafactory capacity required
The ability to produce enough battery cells is decisive for the production volume of e-cars. Ferdinand Dudenhöffer calculates: "With a battery capacity of 60 kWh per new car, that would mean an additional lithium-ion cell requirement of 83 GWh. Or, to put it another way: 1.5 Giga-Factories from Tesla in Fremont in their final stage of 55 GWh The investment sum should then be around seven billion euros for the additional cell capacities, if the Panasonic-Tesla figures are used as a basis, "said the car market expert."
https://www.google.com/amp/s/amp.focus.de/auto/elektroauto/schwierig-aber-machbar-auto-experte-rechnet-vor-so-viele-elektroautos-braucht-man-fuer-die-hammer-co2-ziele-der-eu_id_12440461.html