General Discussions, page-23782

Can't fathom your angle. one minute you are talking a few years, the next you are talking 30 years.

There is no doubt about change, it's what brought about this disruption in the first place.

I like to keep it simple (KISS). There are around 200 battery gigafactories planned for completion by 2030 to fill estimated demand of 9,300 GWh in 2030. People smarter than me are obviously thinking this is a reasonable estimation.

Tesla last quarter delivered 466,140 vehicles.
The Model Y is now the highest selling car in the world.
The highest selling Model Y is the RWD. It uses an LFP battery, which has 66kg of graphite in it according to the table in my last post.

This is the sort of thing I'm looking at. KISS
This is happening now.
Tesla, and others are still in the early stages of ramping up production.
Do the sums. Where is all that graphite coming from.

The wool can only be pulled over peoples eyes for so long.