Stationary battery pack demand greater than EV. Exponential growth faster than automotive. 40GWh per year California building to 40GWh China (base case could grow to 500GWh per year).
Target 20 million vehicles per year.
Changing from 12v to 48v (copper reduction) will this be the new standard?
Tesla building lithium refinery in Texas commissioning end 2023
WR1 General Discussion, page-12542
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