Part 9/11:
Summarizing Musk’s perspective, the scale of the need for energy storage is enormous and potentially transformative. The predicted increase in per capita energy consumption, driven by electrification of transport and heating, could lead to demand for Mega Packs climbing by many orders of magnitude globally—possibly a 10x or more multiple in emerging economies.
He painted a picture of a future where the world's energy infrastructure would require trillions of dollars' worth of storage capacity to meet this escalating demand. This scenario mirrors the earlier evolution of electric vehicles, which went from niche to mainstream as costs fell and technology matured.