Ford believes they have the battery supply for a 600,000 EV/year run rate by late-2023 and are shooting for 2,000,000/year by 2026.
Bloomberg projects VW selling more EVs than Tesla by 2024 and they are planning to have 240GWh/yr of in-house battery production by 2030.
BYD in China is fully vertically integrated on EV production, moreso than Tesla who relies on 3rd party mining and on Panasonic for chemistries/cell production. BYD is now the largest PHEV+BEV manufacturer in the world.
Tesla might have had a head start but There has been a lot of catching up going on, and as we get closer and closer to resource constraints instead of production constraints they aren't in much better of a position than any other manufacturer.
Bloomberg projects VW selling more EVs than Tesla by 2024 and they are planning to have 240GWh/yr of in-house battery production by 2030.
BYD in China is fully vertically integrated on EV production, moreso than Tesla who relies on 3rd party mining and on Panasonic for chemistries/cell production. BYD is now the largest PHEV+BEV manufacturer in the world.
Tesla might have had a head start but There has been a lot of catching up going on, and as we get closer and closer to resource constraints instead of production constraints they aren't in much better of a position than any other manufacturer.