Tesla consumes some astonishing volumes of lithium-ion batteries to gas its gross sales progress. As we speak we are going to check out a few of the outcomes via September.
Based on Adamas Intelligence, September was Tesla‘s finest month ever by way of electrical automotive deliveries, estimated at 190,255 (globally).
From January 2021 via September 2022, Tesla delivered about 1.848 million all-electric automobiles.
An attention-grabbing factor is how a lot battery capability (in watt-hours) the corporate deployed, in line with Adamas Intelligence estimations.
In September 2022 alone, it was 13.9 GWh (globally), which is a really excessive quantity. In comparison with automotive gross sales, it is also about 73 kWh per automotive on common.
Let’s observe that some Tesla fashions are geared up with as much as round 100 kWh battery, however the majority (Mannequin 3/Mannequin Y) might be between round 60 kWh and as much as over 80 kWh. Tesla doesn’t talk the precise battery capability of its fashions, which varies between specific variations and modifications sometimes with new battery sorts and even software program updates.
Within the interval between January 2021 and September 2022, Tesla apparently deployed 132.9 GWh of batteries. That will be round 71.9 kWh per automotive on common if we evaluate the numbers.
Adamas Intelligence reviews additionally numbers for BYD, the second biggest all-electric car manufacturer, which additionally provides plug-in hybrids (the gross sales combine between BEVs and PHEVs is about 50/50 this 12 months, in comparison with 45% BEVs in 2021).
BYD delivered some 192,648 BEV/PHEV automobiles through the month of September and 1.769 million between January 2021 and September 2022.
On the similar time, its battery deployment is estimated at respectively 6.7 GWh (34.8 kWh per automotive) and 65.6 GWh (37.1 kWh per automotive).
It implies that Tesla consumes about two instances extra batteries than BYD, which doesn’t shock us that a lot contemplating the long-range electrical automobiles that Tesla sells.
Adamas Intelligence famous additionally that Tesla used roughly twice as a lot lithium, 17 instances as a lot nickel and fourtimes as a lot cobalt as BYD. That is as a result of Tesla makes use of loads of nickel-rich NCA and NCM battery chemistries (plus LFP), whereas BYD depends totally on LFP (and a few NCM).
September 2022 outcomes:
- Tesla: 190,255 BEVs
batteries: 13.9 GWh
common: 73 kWh per automotive
- BYD: 192,648 BEV/PHEV
batteries: 6.7 GWh
common: 34.8 kWh per automotive
January 2021 – September 2022 outcomes:
- Tesla: 1.848 million BEVs
batteries: 132.9 GWh
common: 71.9 kWh per automotive
- BYD: 1.769 million BEV/PHEV
batteries: 65.6 GWh
common: 37.1 kWh per automotive
- Tesla vs. BYD:
lithium: twice as a lot
nickel: 17-times as a lot
cobalt: four-times as a lot