No, 12TWh of batteries is not feasible. The entire world produces about 400 GWh worth of batteries per year. And bear in mind that 12 TWh is a day's worth of electricity just for the US - the global figure is 60TWh. Furthermore, as transportation, heating, and industrial processes are electrified that's going to drive that 12TWh figure up even higher. Only about half our fossil fuel use is due to electricity production. And again, remember that electric vehicles are going to consume the lion's share of battery production,.

No, there was 1.2 TWh of capacity in 2022, and there are over 5 TWh of factories announced.

https://www.visualcapitalist.com/chinas-dominance-in-battery...

1.2 Twh of capacity but only ~400 GWh of actual production. Don't confuse figures on production capacity with figures on actual deliveries. Capacity is often 2-3x higher than actual production figures: https://cdn.ihsmarkit.com/www/images/0722/global-battery-cel...

https://www.spglobal.com/mobility/en/research-analysis/growt...

Capacity is the appropriate metric when talking about what we could do.

Actual production figures are what determines the supply of batteries available, not what the factories hypothetically could produce if they had unlimited inputs. Your factory could make 1000 GWh of batteries per year, but if you only have enough input materials to build 500 GWh then that extra capacity is useless.

Sure, if we're talking about 2024. My comment was about the next couple of decades.