https://www.youtube.com/watch?v=wHLwHGx1-1k

Before we can understand Tesla's battery supply, we first need a forecast in hand for total global battery supply to 2030 that includes both lithium and sodium ion batteries.  Today, I'll walk you through that forecast, along with the caveats, and in the next video we'll look at what all that means for Tesla.

Timeline

00:00 Introduction
01:02 Thanks, Credits, and Sources
04:33 Global Lithium Supply Forecast
09:30 The Forecast for Sodium Ion Batteries
13:33 Combining the Li & Na Battery Forecasts
15:55 Closing Credits

 

Before we can understand Tesla's battery supply, we first need a forecast in hand for total global battery supply to 2030 that includes both lithium and sodium ion batteries. Today, I'll walk you through that forecast, along with the caveats, and in the next video we'll look at what all that means for Tesla.