Manufacturing

2030 Capacity Forecast (GWh)

Wood Mac

S&P Global

BNEF

McKinsey*

Roland Berger

Goldman

SNE

* Assumes 80% OEE on demand of 4,500 GWh

Industry: Manufacturing Source: BNEF/Yahoo Finance

“Announced” = Uncertainty Volta Foundation

Extracted from the PDF; charts and images may read imperfectly.