EV's one measure of success

2021.05.05 – Ian Page

https://cleantechnica.com/2021/05/05/tesla-consumed-more-lithium-than-byd-vw-renault-audi-combined-in-2020/

Last year Tesla consumed more lithium than BYD, VW, Renault, Audi combined.

Every battery of whatever chemistry for the foreseeable future carries its energy on lithium ions, so just counting the lithium tells you who is using the most batteries, and thus who is putting the most aggregated range on the roads.

One interesting aspect of the graphs was the number 2 brand by volume SGMW. I've never heard of this and of course it's a Chinese company! It makes cheap microvans that carry goods small distances typically in second and third tier Chinese cities (of which there are an enormous number). SGMW started as an ICE joint venture but seems to be embracing EV's with enthusiasm as well as having a very distinct segment in a world where most brands seem to be at the higher end of the market.


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