Tinker71
Well-known member
- First Name
- Ray
- Joined
- Aug 8, 2020
- Threads
- 85
- Messages
- 1,508
- Reaction score
- 2,003
- Location
- Utah
- Vehicles
- 1976 electric conversion bus
- Occupation
- Project Manager
- Thread starter
- #1
I read an article that Tesla locked up substantial lithium supply 10 years ago when there was little competition. How much could they have locked up? I can hardly believe the production increases in the stationary battery storage market, Tesla plus everyone else. That has got to be a drain on the world lithium supply.
Now TSLA is considering a refining plant in Texas with potential operation by 2024. (not sure what the feed stock is)
I also know the lithium clay mines in Nevada have been put on the shelf to some degree. South America has water problems preventing them from maximizing their resource.
BMW also committed to 46XX form factor. What does this mean? Do they have research that proves this or are they simply trusting Tesla to force the supply to this form factor?
How is the 4680 ramp actually going? Tesla appears to have a skeleton of a long skinny building that looks like the battery day graphics. Do we really know if the Semi is going to use 4680?
There is daily news of reported break throughs in battery tech. If one of these actually pans out it would take 2-3 years to scale up. What happens in the mean time. Does current production plateau?
We know several of the battery gigafactories planned for Europe have already been axed.
We know batteries will be a constraint in 2024, so if your reservation # is over 50,000 or so, this is what you need to be watching.
Battery supply will affect CT production rate and price more than anything else.
Now TSLA is considering a refining plant in Texas with potential operation by 2024. (not sure what the feed stock is)
I also know the lithium clay mines in Nevada have been put on the shelf to some degree. South America has water problems preventing them from maximizing their resource.
BMW also committed to 46XX form factor. What does this mean? Do they have research that proves this or are they simply trusting Tesla to force the supply to this form factor?
How is the 4680 ramp actually going? Tesla appears to have a skeleton of a long skinny building that looks like the battery day graphics. Do we really know if the Semi is going to use 4680?
There is daily news of reported break throughs in battery tech. If one of these actually pans out it would take 2-3 years to scale up. What happens in the mean time. Does current production plateau?
We know several of the battery gigafactories planned for Europe have already been axed.
We know batteries will be a constraint in 2024, so if your reservation # is over 50,000 or so, this is what you need to be watching.
Battery supply will affect CT production rate and price more than anything else.
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