Shifting Supply Chains for Batteries and Solar
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How Much of a Supply Chain Will You Expect to See in 2030?
So given that the potential is you mentioned to some extent limitless for certain parts of the industry do you have a general idea on how much of the supply chain might shift between now and let's say 2030? Right now we're tracking investments and we're looking at what's happening in the battery space for example. We see announced investment in battery cell manufacturing capacity that's of the order of above 800 gigawatt hours by 2030. That exceeds demand locally in the US by that date by over 200 gigwatt hours so it's really substantial as a pipeline.
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