EV and battery thread, page-283

Looks like the Volvo Northvolt battery cell factory brings the pipeline's total capacity to 5,187.4 GWh. Battery factories can be build as fast as within 18 months. I think Mr. Moores made two typos in his tweet below in another tweet he wrote that 10,000 GWh are needed by 2030. So we have half of it in the pipeline. Given how fast the pipeline has increased over the last couple of years I think getting to 10,000 GWh won't be so much of an issue as getting the feedstock.



Benchmark Mineral Intelligence | Lithium ion batteries to EV supply chain (benchmarkminerals.com)