So, think in systems; humans are building a machine (the entire supply chain for solar and batteries) that builds a machine (the global energy grid). By the end of this year, the world will be deploying ~660GW of solar capacity per year. Within 18 months, trajectories of manufacturing capacity bring that to 1TW per year. It is unlikely that number goes anywhere but up.

Now on to batteries. Again, let us assume this is a manufacturing floor, and battery manufacturing continues to scale up globally.

> BNEF is tracking 7.9 TWh of annual battery manufacturing capacity announced for the end of 2025. That’s compared to demand projections of 1.6 TWh, and even that assumes steady EV demand growth and very rapid growth in batteries for storage applications. Even half that total announced capacity would be enough to equip almost every car sold in the world next year with a 50 kWh battery pack. [My note: Global light vehicle auto sales are ~90M units per year]

We are, trying to be as rational and with as little hyperbole as possible, at the hockey stick inflection point looking almost straight up.

Edit: It also appears the US is throwing another $3B into battery projects.

https://news.ycombinator.com/item?id=41603409 ("HN: US announces $3B in funding for new battery projects")

https://www.bloomberg.com/news/newsletters/2024-07-09/china-... | https://archive.today/DklaA ("Bloomberg: China’s Batteries Are Now Cheap Enough to Power Huge Shifts")

https://www.bloomberg.com/news/newsletters/2024-04-12/china-... | https://archive.is/8Dy4D ("Bloomberg: China Already Makes as Many Batteries as the Entire World Wants")

(i track and provide reporting on global energy electrification velocity and clean energy policy on a volunteer basis for a cleantech startup)