Tesla Gigafactory production, per year, is 150GW/h.
The ~66m cars, alone, produced every year, would consume the full output of 90 Gigafactories.
Neil what are you assuming about the average battery size per car?
With 100 kWh/car I am getting 44 gigafactories each making 150 GWh/year to produce 66 million cars annually.
I was reading the world line as the US then extrapolated. It is actually 81 million not 66. I should not post when I'm so tired.
The gist of the calculation is this.
Tesla has a car which goes 340 miles with 120kw/h. To me if you really insist on replacing all ICE with EV you need to be ready to provide equivalence. So take a reasonable 500 miles as the target and you get somewhere around 175 odd kw/h as the battery capacity.
Then factor in 81m cars and you get around the 90 odd factories at 150gw.
So not 300 odd world wide. But, again, after reading the wrong line, we're still in the thousands. There are tens of millions of heavy vehicles in the world, just for starters and then we have to mitigate the actual power generation.
I may have read the wrong line to put the calculation in, but the statement stands. Yes, 100, if you are talking world wide light vehicles only. But Musk does not have that excuse, his company is already building a semi.
Saying that the thousands of tw/h, produced in the world, can be factored in with 100 gigafactories, is like saying we can live on the surface of Mars unaided. We'd need more than that 100 factories just to deal with cars and heavy vehicles.