- Tesla's battery targets for Tesla and their targets for the global battery industry to support a 100% EV and 100% renewable energy world in 2030.
- 20TWh pa of global battery demand in 2030 (10TWh EVs, 10TWh storage) will need 55x more lithium (than 2019 levels), 20x more cobalt, 26x more graphite, and 7x more nickel.
- All this should mean that the 2020's decade should be a super-cycle decade for battery metal miners, especially post 2023 as demand surges with EV/ICE parity.
For further details see:
Tesla Just Put The Accelerator Down On The EV And Battery Boom