Volgens BMI. In 10 dagen is in Berlijn een bijeenkomst.
Tegen 2030 bijna 800 GWh of genoeg voor 15 miljoen BEV, gemaakt in Europa.
Citaat:
https://www.benchmarkminerals.com/me...ery-megatrend/
EUROPE’S EV GIGAFACTORY CAPACITY PIPELINE GROWS 6-FOLD TO 789.2GWH TO 2030; BERLIN SUMMIT TO DISSECT BATTERY MEGATREND
7th March 2022
Europe has become the fastest growing region for new electric vehicle (EV) lithium ion battery capacity outside of China.
As the energy storage revolution and demand for lithium ion battery cells continues to rocket, plans for gigafactories – super-sized battery plants that are an order of magnitude bigger than their predecessors – are being developed in parallel.
Just three and a half years ago, Benchmark’s Lithium ion Battery Gigafactory Assessment (September 2018) reported Europe’s battery cell capacity to be at 120GWh by 2030 – enough cells for 2.2m EVs.
Now this planned annual capacity figure stands at 789.2GWh in 2030, more than a 6-fold increase and enough to produce almost 15 million pure EVs as this global battery arms race takes hold in Europe.
But the question remains how much of this capacity will come onstream and in what quality?
Benchmark Mineral Intelligence puts this subject under the microscope at its first in person event since the pandemic began: Battery Megafactories Europe 2022, 22-23 March, Berlin, Germany.
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Welke bedrijven trekken wslk de kar? 2022 <----> 2030 in een afbeelding
Citaat:
By 2030, Benchmark anticipates Europe’s top five battery makers by capacity to be:
Tesla (Germany): 125GWh
Northvolt (Sweden x 2): 92 GW
CATL (Germany): 80 GWh
LGES(Poland): 67 GWh
ACC (Total/Stellantis) (Germany, France, Italy): 64 GWh
Overall, Benchmark is forecasting Europe to have a capacity of 789.2GWh by 2030, little over 14% of the global total of 5,454GWh.
This is a more than 6-fold increase on what we expect for 2022, yet for comparison China is growing by 220% in the same period, while the USA is forecast to grow its battery capacity by 575%.
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