QS made a really nice realistic timeline, ~90 GWh in 2029. in 2029 we will have at least 3 TWh world battery production. QS will have 3% of world market share.
Solid state is too different Technology, you can't simply retool old lines. in 20 years time it will be a similar story of NiMh that Toyota still uses today in their hybrids. Solid state will definitely play a big roll in adding conventional capacity after 2030, the big expansion of conventional Li-Ion tech will happen around 2025, but then I expect a pause or very little added capacity till 2030, because all eyes will be on solid state.
Talga must not miss this big expansion around 2025.
Onwards and Upwards, page-134
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