Category Archives: Tesla

Rise of the lithium ion battery megafactories: what does 2018 hold?

Since Benchmark Mineral Intelligence coined the term Battery Megafactory in 2014 the landscape of the lithium ion battery industry has changed significantly. Early on, Benchmark noticed a step change in the way battery supply and demand was developing and the corresponding growth in the size of planned cell production plants on a multi-gigawatt scale. These […]

China’s battery push and Elon Musk’s Tesla – Benchmark quoted in Bloomberg article

Benchmark Mineral Intelligence was recently quoted in an article written by Bloomberg News renewable energy correspondent, Joe Ryan. The article focuses on lithium-ion battery production in China, and in particular how despite Elon Musk and Tesla attracting many of the headlines, their plans modest when compared to China. By 2020 installed lithium-ion cell production capacity […]

Bigger than Giga: Tesla’s plan for 3 more battery megafactories

Tesla’s latest financial results not only painted a rosy picture for the clean energy crusader in 2016 but also hinted at significant future infrastructure expansions putting further strain on already stretched raw material markets. In January production of Tesla’s new 2170 cell – which will be used in energy storage as well as the Model […]

Tesla faces raw material reality with expanded Gigafactory

Speakers announced: Graphite Supply Chain 2016, 13-15 November, Newport Beach, CA, US. Click here: Early Bird Delegate Rate Ends Soon. Tesla opened its Gigafactory a few weeks ago to the surprising, if casual, announcement by Elon Musk that the Gigafactory will be three times the original 50GWh planned capacity. The company explained that the lithium ion battery […]

Elon Musk: Our lithium ion batteries should be called Nickel-Graphite…

… Yet Tesla executives fail to allay lithium shortage fears // Tesla CEO Elon Musk and CTO JB Straubel have attempted to play down the role of lithium in a lithium ion battery, but could have inadvertently given themselves further supply headaches. In response to a question of whether there is enough lithium supply, Musk […]

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 […]

Goldman Sachs: Wind & solar the “new shale gas”

Leading investment bank publishes The Low Carbon Economy // Benchmark advises on the lithium and battery supply chains // Solar and wind “the new shale gas” // Albemarle and Tesla identified as investment targets // ——————————— Goldman Sachs has declared wind and solar power industries the “new shale gas” in its first ever published opinion on […]