17 half-year snapshots · 2018–2026
Travel through the factory pipeline as it was publicly known at each historical date.
Every snapshot uses only information that was public at that point in time. Later delays, pauses or cancellations never rewrite an earlier view.
Each snapshot shows the factory projects and annual nameplate capacity that were publicly known at the time. Planned capacity is not the same as actual battery production.
Battery cells are the core units later assembled into battery packs.
GWh/year is planned annual factory nameplate capacity, not actual battery output.
Active pipeline includes announced, construction/ramp-up and operating projects. Paused projects are shown separately.
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starting active pipeline
The public record begins with 3 active projects.
net change in the active pipeline
The active pipeline remained at 42.5 GWh/year during H2 2018.
No project-level change is recorded in this snapshot.
net change in the active pipeline
The active pipeline grew from 42.5 GWh/year to 70.5 GWh/year during H1 2019.
net change in the active pipeline
The active pipeline grew from 70.5 GWh/year to 86.5 GWh/year during H2 2019.
net change in the active pipeline
The active pipeline grew from 86.5 GWh/year to 156.5 GWh/year during H1 2020.
net change in the active pipeline
The active pipeline grew from 156.5 GWh/year to 357.5 GWh/year during H2 2020.
net change in the active pipeline
The active pipeline grew from 357.5 GWh/year to 552.5 GWh/year during H1 2021.
+4 more
net change in the active pipeline
The active pipeline grew from 552.5 GWh/year to 642.5 GWh/year during H2 2021.
+2 more
net change in the active pipeline
The active pipeline grew from 642.5 GWh/year to 970.1 GWh/year during H1 2022.
+8 more
net change in the active pipeline
The active pipeline grew from 970.1 GWh/year to 1,090.9 GWh/year during H2 2022.
+10 more
Paused capacity: +100 GWh/year
net change in the active pipeline
The active pipeline grew from 1,090.9 GWh/year to 1,189.9 GWh/year during H1 2023.
+6 more
net change in the active pipeline
The active pipeline grew from 1,189.9 GWh/year to 1,245.9 GWh/year during H2 2023.
net change in the active pipeline
The active pipeline contracted from 1,245.9 GWh/year to 1,223.9 GWh/year during H1 2024.
+1 more
Paused capacity: +80 GWh/year
net change in the active pipeline
The active pipeline contracted from 1,223.9 GWh/year to 1,122.7 GWh/year during H2 2024.
+14 more
Paused capacity: +100 GWh/year
net change in the active pipeline
The active pipeline contracted from 1,122.7 GWh/year to 1,008.8 GWh/year during H1 2025.
+5 more
Paused capacity: −30 GWh/year
net change in the active pipeline
The active pipeline contracted from 1,008.8 GWh/year to 977.8 GWh/year during H2 2025.
+1 more
Paused capacity: +3 GWh/year
net change in the active pipeline
The active pipeline contracted from 977.8 GWh/year to 908.7 GWh/year during H1 2026.
+7 more
Paused capacity: −130 GWh/year
Guided story complete
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