Saturday, 13 February 2016

Lithium Race - Gigafactory: 30% of output for Tesla Energy utility batteries | Benchmark Minerals.

"This point of no return was reached not only because of the exponential take off, finally, in sales of EVs. It was made by Elon Musk alone. Tesla Gigafactory, when Musk has committed billions of dollars with the total lack of any Wall Street accepted visibility, has changed everything. Our Holy Grail for Electric Cars is approaching very fast now. Mass market for EVs will be ignited by the dramatically reduced cost for Lithium Batteries - $100 per kWh will come with the mass production of batteries. Elon Musk has started the Lithium Race. I am writing a lot about Lithium Batteries Megafactories coming now from Foxconn, BYD, LG Chem, Boston Power, Samsung and A123. You can find all these information on my blog, just use the search engine.
  My personal formula for the mass market for electric cars is 20/200. When you pay $20k for 200 miles range electric cars similar to BMW 2. It will literally kill ICE (Internal Combustion Engine) cars. The average price paid for the new car in U.S. was $23k last year. Will you pay for any ICE cars - if you can have more powerful electric one and run it so much cheaper or even almost free of charge like in the case with Tesla with Tesla Superchargers? We will not have even to consider any more any air pollution which is killing us all or call to the higher consciousness -  economics will do the job. Disruption will happen very fast. People will buy what is better and cheaper - electric cars. Read more."

Future Of Building Lithium Supply Chains For Robots: ILC and Ganfeng J/Vs And The Largest Auto Market In The World In China.

  "As we are discussing here, Lithium Technology will power us for the next 50 years and after that Robots. If you look into the real advance in the Silicon Valley these days it is not about just Cars being fully Electric and autonomous very soon.Silicon Valley giants like Apple, Google, Tesla, Amazon, Facebook, Twitter and Uber among others are going for the real change not only in the $10 Trillion market related to the automotive sector, but they are igniting the tectonic shift in our civilisation. Robots are coming.
  As Apple was never really making just another mobile phone, but the very powerful computer in you palm - so is Silicon Valley is going now for the Robots and autonomous electric cars are just the next stepping stone. This brilliant analysis was presented at The Energy Gang podcast by Anand Shah. I concur with it looking at what I can see in the latest technology trends.
  Asia is taking the very important lead in this space as well. China is not only leapfrogging directly into the Lithium Energy Space with Electric Cars and Solar, but building the advanced materials base for this new Energy rEVolution. Panasonic, Nissan, Toyota, NEC, Sony, Samsung, Huyndai, LG Chem and others are staking its own place in electric cars now. China is the largest Lithium Market in the world already, moving to claim the largest Lithium Battery Producer title and Electric Cars in China will become the largest World's EV market early in the next year.
  Listen to that podcast, read the article about LG Chem and do your own research. Numerous companies are building Lithium Batteries facilities now in China: LG Chem, BYD, Boston Power (Ganfeng Lithium has 10% stake), Foxconn, Samsung, A123 - which will exceed even Tesla Gigafactory production capacity! 17 start ups only this year are trying to capitalise in lithium batteries market on the "War on Pollution" announced by China and state-level plan to build new strategic industry - Electric Cars. Read more."

Benchmark Mineral Intelligence:

Gigafactory: 30% of output for Tesla Energy utility batteries

One third of the lithium-ion battery packs produced at Tesla Motors’ Gigafactory in Nevada will be destined for the utility market.
Tesla’s utility storage division, Tesla Energy, has recently started shipping Powerwall, a battery pack for the home, and Powerpack, a commercial storage solution, to customers in US, Germany and Australia.
While no information has been released about the storage capacity size of the commercial-scale Powerpack orders, Benchmark Mineral Intelligence estimates them to be megawatt hour solutions.
Meanwhile, orders for the 7-10kWh Powerwall have already been installed in homes around the world including the US, UK and Australia.
“We are still on track to produce 35GWh of [lithium ion] cells, and 50GWh of [battery] packs [by 2020],” Tesla’s Chief Technology Officer, JB Straubel, explained.
“15GWh of that [output] will be going to Tesla Energy and the rest to Model 3 and [Model S and Model X] vehicles,” he added.
The Gigafactory – which will be the world’s biggest lithium-ion battery plant when fully operational – is on track for an official unveiling this quarter, a megaproject in which Panasonic Corp has played a key role.
“Panasonic continues to be excellent partner in the project,” CEO Elon Musk said.
“[Panasonic] has given additional capital commitment to the [Gigafactory] and has also started hiring and training people. Things are going as well as they can,” Musk said today.
Benchmark expects Tesla to be manufacturing lithium-ion cells from scratch at the Gigafactory from 2018 onwards.
Gigafactory 1, Nevada, US: The biggest building footprint in the world at full capacity 

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