Battery manuf capacity forecasts by 2031:
US – 920 GWh
EU – 1,186 GWh
China – 5,153 GWh
This is including both US IRA and EU planning and assuming that raw materials can be sourced.
ft.com/content/05e7a6…
RT @BJMbraun: How to be an effective political economist: Laser focus on the neuralgic points of the state-market nexus, follow
RT @BJMbraun: How to be an effective political economist: Laser focus on the neuralgic points of the state-market nexus, follow the money,…