McKinsey 11/06/2020
”We expect that demand for lithium-ion (Li-ion) batteries will grow to more than 3,500 gigawatt hours (GWh) by 2030, from about 220 GWh in 2019. The structure of demand for Li-ion batteries is shifting rapidly, too. Batteries for consumer electronics could represent a much smaller part of total demand—about 2 percent in 2030, versus 18 percent today. Meanwhile, demand for Li-ion batteries for use in electric cars, trucks, and buses could rise to more than 85 percent of the total, from just 7 percent in 2020. 7 Power storage for the electricity grid would account for 13 percent of demand for new batteries.In this high-growth target scenario, 120 new large-scale factories would be needed to produce battery cells. The required raw-material inputs would increase up to 40 times, depending on the mineral used. Production of the active materials in battery cells would rise nearly 15-fold. In parallel, a more robust circular value chain, including a network of facilities to refurbish and recycle batteries, would have to expand by orders of magnitude.”
Novonix would need to CR $1bn not $50m !!
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