If vehicles average 100kWh battery packs, 10 GWh is only 100k vehicles. 50kWh, only 200k.
Global sales in 2018 (of light passenger vehicles) were around 70M. Absent chip shortages and financial crashes, we could expect to hit 100M in three or four years.
Yep, Tesla wants more batteries. And this number, 70M, is why sticking with Nickel-Cobalt is a Bad Idea.
There's a lot more iron and phosphorus available for a lot cheaper; demand for Nickel and Cobalt will push their price... er, very high.
At the latest Q&A Elon said they were not focusing on the energy side of the business because it would require them to not make a number of cars due to being limited on battery / inverter supply.
This becomes exponentially harder as they add more and more power hungry vehicles to their lineup (see Cybertruck / Semi) and market more Mega/Gigapacks to grid operators.
It makes sense for Tesla to try to get as many batteries as possible from as many sources as possible.
Global sales in 2018 (of light passenger vehicles) were around 70M. Absent chip shortages and financial crashes, we could expect to hit 100M in three or four years.
Yep, Tesla wants more batteries. And this number, 70M, is why sticking with Nickel-Cobalt is a Bad Idea.
There's a lot more iron and phosphorus available for a lot cheaper; demand for Nickel and Cobalt will push their price... er, very high.