Goldman Sachs – The Low Carbon Economy

The Low Carbon Economy GS SUSTAIN equity investor’s guide to a low carbon world, 2015-25 We explore the low carbon economy, now a growing, $600 bn+ pa revenue opportunity. Between 2015 and 2020, solar PV and onshore wind will add more to global energy supply than US shale oil production did between 2010 and 2015. By 2020, six in ten lightbulbs will be LEDs; and our analysts expect carmakers to sell 25 million hybrid & electric vehicles by 2025, 10x more than today. We estimate that these technologies will save…

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In 2020 the Tesla Gigafactory will produce three times the original plan of 35GWh per year worth of batteries

Tesla had originally planned a production capacity of 35 GWh of battery cells and battery pack production of 50 GWh at the Gigafactory 1. Tesla now plans that capacity for 2018 and will triple that production level to 105 GWh worth of cells and 150 GWh for battery packs for full production around 2020. Tesla Motors Gigafactory 1 (GF1) is the world’s leading battery production facility, maintaining high efficiency and output while achieving the lowest capital investment per gigawatt hour (GWh) and the lowest production cost per kilowatt hour (kWh)….

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