The Ledger
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Jaffe: Lithium metal batteries will hit 150 GWh by 2030, mostly non-automotive
“I think that lithium metal batteries are gonna result, are gonna be about a 150 gigawatt hour market by the end of the decade, but they're gonna be in other things outside of cars, mostly.
They'll just start to be appearing in cars at the end of the decade.”
Jaffe: Over 600 GWh of battery manufacturing will onshore in North America
“We expect over 600 gigawatt hours worth of battery manufacturing to onshore in North America Over the next decade.”
Jaffe: Lithium prices will fall but remain elevated for a decade
“I do expect lithium pricing will decline. It's not going to stay in the stratosphere where it is now. And I think that it's going to Return. It, the, I think expensive lithium is going to be sticky. It's going to be with us for the next decade. In terms of whe…”