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His remit spans from downstream sectors such as BESS and EVs, through to midstream such as new technologies and battery production, to upstream critical minerals mining. He also leads on financial analysis across these supply chains, alongside in-depth policy analysis.\n","https://www.linkedin.com/in/didi-bostock-656342198/",{"type":561,"content":562},"doc",[563,570,585,590,595,600,605,610,619,626,643,648,653,658,663],{"type":564,"attrs":565,"content":566},"paragraph",{"textAlign":49},[567],{"text":568,"type":569},"Tesla is set to maintain the battery dominance among US automakers by the end of the decade, with one fifth of the market, including production from its joint venture with Panasonic. ","text",{"type":564,"attrs":571,"content":572},{"textAlign":49},[573,575,583],{"text":574,"type":569},"Tesla’s total production is forecast to reach 172 GWh, or about 21% of total US cell production according to the ",{"text":576,"type":569,"marks":577},"Benchmark Lithium ion Battery Database ",[578],{"type":579,"attrs":580},"link",{"href":581,"uuid":49,"anchor":49,"target":49,"linktype":582},"https://www.benchmarkminerals.com/forecasts/lithium-ion-batteries/reports/","url",{"text":584,"type":569},". ",{"type":564,"attrs":586,"content":587},{"textAlign":49},[588],{"text":589,"type":569},"The Nevada gigafactory is set to produce 34 GWh while the rest will come from Tesla’s own supply.",{"type":564,"attrs":591,"content":592},{"textAlign":49},[593],{"text":594,"type":569},"Tesla leads the way in domestically owned cell capacity in the US. Following its first gigafactory in conjunction with Panasonic, Tesla opened its own facility in Fremont and in April 2022, the company opened its third gigafactory in Texas. ",{"type":564,"attrs":596,"content":597},{"textAlign":49},[598],{"text":599,"type":569},"The site in Texas is Tesla’s biggest property to date and offers potential to be the company’s leading manufacturing plant, with plans to build capacity that could eventually surpass the capacity of Gigafactory 1 in Nevada.",{"type":564,"attrs":601,"content":602},{"textAlign":49},[603],{"text":604,"type":569},"Tesla has been ramping up its 4680 battery cell production in Giga Texas. The company said last month that 4680 cell production increased 40% quarter over quarter and that it had produced 20 million cells. ",{"type":564,"attrs":606,"content":607},{"textAlign":49},[608],{"text":609,"type":569},"“By making these agreements and investing in battery capacity earlier than other legacy automakers, Tesla is in the best position to ensure adequate ramp up in production vs other automakers and best positioned to take advantage of the production tax credits on offer as part of the Inflation Reduction Act,” said Aran Waid, analyst with Benchmark.",{"type":564,"attrs":611,"content":612},{"textAlign":49},[613],{"type":614,"attrs":615},"image",{"id":49,"alt":616,"src":617,"title":49,"source":49,"copyright":49,"meta_data":618},"","https://a.storyblok.com/f/287943243085208/0f53ad38fa/bm-us-oem-cell-making-2030.png",{},{"type":620,"attrs":621,"content":623},"heading",{"level":622,"textAlign":49},4,[624],{"text":625,"type":569},"Other automakers catch up",{"type":564,"attrs":627,"content":628},{"textAlign":49},[629,635,637,642],{"text":630,"type":569,"marks":631},"Tesla’s",[632],{"type":579,"attrs":633},{"href":634,"uuid":49,"anchor":49,"target":49,"linktype":582},"https://source.benchmarkminerals.com/article/tesla-charts-a-battery-powered-future-key-takeaways-from-2023-investor-day",{"text":636,"type":569}," US battery production, most from the Nevada gigafactory, is set to reach 39.5 gigawatt hours (GWh), or about 69% of the country’s total battery production at the end of this year, according to the ",{"text":638,"type":569,"marks":639},"Benchmark Lithium ion Battery Database",[640],{"type":579,"attrs":641},{"href":581,"uuid":49,"anchor":49,"target":49,"linktype":582},{"text":584,"type":569},{"type":564,"attrs":644,"content":645},{"textAlign":49},[646],{"text":647,"type":569},"In contrast, among US automakers, GM’s battery production in partnership with LG Energy Solution (LGES) is forecast to reach 2 GWh by the end of 2023, or just about 3% of the total US cell production, according to Benchmark. ",{"type":564,"attrs":649,"content":650},{"textAlign":49},[651],{"text":652,"type":569},"GM and legacy rival Ford will by the end of the 2030 ramp up their US cell production to 129 GWh and 111.5 GWh respectively, including joint ventures.",{"type":564,"attrs":654,"content":655},{"textAlign":49},[656],{"text":657,"type":569},"Besides LGES, Detroit-based GM also has a $3 billion joint venture battery plant plan in the US with Samsung SDI. ",{"type":564,"attrs":659,"content":660},{"textAlign":49},[661],{"text":662,"type":569},"Ford has announced partnerships with SK Innovation and China’s CATL, Stellantis with Samsung SDI; Honda with LGES; and Hyundai with LGES and SK Innovation. ",{"type":564,"attrs":664,"content":665},{"textAlign":49},[666],{"text":667,"type":569},"Japanese automaker Toyota is also spending nearly $14 billion in North Carolina to make batteries for electric vehicles.","Tesla is set to maintain the battery dominance among US automakers by the end of the decade, with one fifth of the market, including production from its joint venture with Panasonic. Tesla’s total production is forecast to reach 172 GWh, or about 21% of total US cell production according to the Benchmark Lithium ion Battery […]",[670],{"slug":552,"name":553,"content":671},{"job_title":555,"image":672,"bio":558,"linkedin":559},{"filename":557},"\u003C!--#storyblok#{\"name\": \"article\", \"space\": \"\", \"uid\": \"40afa687-a207-4dad-8287-6c5100239030\", \"id\": \"\"}-->","article",[676,679],{"slug":677,"name":678},"batteries","Batteries",{"slug":680,"name":681},"gigafactories","Battery & Gigafactory","private",{"id":49,"alt":616,"name":616,"focus":616,"title":616,"source":616,"filename":684,"copyright":616,"fieldtype":685,"meta_data":686,"is_external_url":51},"https://a.storyblok.com/f/287943243085208/e624922d97/bm-5-gigafactorytexas-01.jpg","asset",{"alt":616,"title":616,"source":616,"copyright":616},"Nov 10, 2023","10th November 2023",[],[],1781107340352]