Meanwhile, Toyota, which is only at 3x the market cap of Tesla, sold >2,200,000 vehicles in Q4. It ships more combined battery capacity in its hybrids, then Tesla does in its EVs.
Tesla sold about 250,000 cars last year, with an average pack size of at least 70 KWh. That works out to 17,500,000 KWh (17.5 GWh).
Obviously, these are estimates, but Tesla is also running at a pace closer to ~320k units for next year with only marginally smaller pack sizes.
Revenue is another interesting metric. Toyota is at ~280 billion/year (USD). Tesla is currently at ~27 billion/year.
Prius Prime PHEV: 8.8 kWh Regular Prius: I couldn't find recent numbers, but 1st gen was 1.2 kWh
All other hybrids seem to have between 1-2 kWh https://en.wikipedia.org/wiki/Hybrid_Synergy_Drive#High_volt...
European PHEV sales were 0.3% of all sales and 0.65% of all hybrids [1]
US Prius Prime 2017 sales (I think their only PHEV model) were 21k units. [2] Note that 21k units just in the US out of 1.5m hybrids total gives us 1.4%, so maybe the PHEV prius is not selling as well in Europe.
Let's say we have the following scenarios of 2.5 or 5% of the total 1.5m number being PHEV to be conservative. Further assume that regular hybrids have 1.5 kWh. For the 2.5% scenario, if my math is correct, that yields 550,000 kWh. For the 5% PHEV scenario, that yields 874,000 kWh.
[1] https://insideevs.com/only-0-3-of-toyota-sales-in-europe-wer... [2] 2017 table from https://insideevs.com/monthly-plug-in-sales-scorecard/
They also own an energy and solar branch of the company which have huge growth potential and run their own electric (gas) stations.