A very interesting read, with Tesla being quoted or referred to in pretty much every article about energy storage it's interesting to see the power, so to speak, behind the market. It would be interesting to see the breakdown drill down into sub sectors like Utility scale ESS, residential scale ESS and e-motive.
One thing is for sure, with this growth in numbers costs will certainly be on a steep downward curve.
José Pontes — founder of EV Sales, cofounder of EV Volumes, regular contributor to CleanTechnica and EV Obsession, and regular speaker on our Cleantech Revolution Tour circuit — has just rounded up some global EV battery cell production numbers for the first half of 2016. The thing about looking at electric car sales is that “not all electric cars are created equal.” Some have ~300 miles of electric range, while some have ~6 miles of electric range. EV battery rankings do a better job of highlighting this point. Tesla’s Model S and Model X sell pretty well. The other cars that sell well, though, have far less electric range. As a result, Panasonic (producer of Tesla’s battery cells) absolutely crushes the competition in overall EV battery production.