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2021-08-04 Demand For Lithium Predicted To Increase

This might be marketing hype.

https://markettactic.com/red-hot-battery-market-desperate-for-lithium/5515898/

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<< The International Energy Agency (IEA) estimates the need for lithium will increase by up to 70 times5 over the next 20 years.

For its part, Fitch Solutions projects that for every 1 million electric vehicles on the road, the electric vehicle market will need 60,000 tons6 of lithium. At that rate, the world will need between 2 and 5 million tons of high-grade lithium over the next five to ten years. >>

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2021-08-03 Nissan Leaf Vs SUV, Etc.

Rob Nelson
Exactly. Also, there are those who traded in their Leafs for a Tesla 3, so there are used Leafs that can be bought for very reasonable prices. And you can plug it in the wall outlet and get enough miles to go shopping or do errands. Old Camry got too many miles on it? Trade it in on a used EV for around town use. You don’t have to use the gas guzzling SUV that costs $60 or more to fill up. The EV is a real money saver.

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2021-08-03 Lithium Mining – It’s All About The Cost

From FB post

Justin Schmidt
Said, “… So I don’t think you have all of your research or facts straight before you posted which is typical for you.”

I’ve read a lot about the research and facts I’ve posted about. I welcome any positive criticism, and I’m always willing to stand and be corrected if I’ve made an error.

I would say you have not kept up with the “latest straight research or facts” and need to be better informed. That’s all I’m trying to do here, is help others be better informed. If you question what I say, I’m willing to link you to more information. But I try to help many people and they brush it off as “TL;DR” Too long; didn’t read. If you’re that way – unwilling to learn, then that’s your problem, not mine.

The lithium isn’t as concentrated as it is in salars in Chile and other places. Plus it has to go through the environmental and other procedures. So it costs more to mine. It’s all about money.

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2021-08-02 Piedmont Mining Delays

From FB group TSLA…

Matthew Prather
Tesla has some kind of agreement with Piedmont Mining. It may be for future production.

That said… There are the following issues:

Tesla production is limited by battery supply.

Increasing the Battery supply requires increasing the supply of lithium.

The Silver Mountain lithium mine in Nevada is the only US source.

The US wants to further domestic supplies of lithium to prevent dependence on foreign sources, primarily China.

This delay is hindering that independence and hindering an increase of the domestic supply.

It may not affect Tesla’s current production, but it will hinder expansion.

Beside the millions of EVs increase in production from 2 new Gigafactories, Tesla has orders for 80,000 Megapacks waiting to be filled, totaling 80 Billion dollars. Also, the CT and Semi are going to need large amounts of batteries. So any hindrance to increasing the supply of lithium indirectly affects Tesla and all other EV makers.

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2021-08-02 Santa Ana Storage Project – Calpine & GE

Calpine and GE Renewable Energy complete Santa Ana Storage Project. 20 MW, 80 MWh.

Some links to press releases

https://www.ge.com/news/press-releases/calpine-and-ge-renewable-energy-complete-santa-ana-storage-project-in-southern-california

https://www.renewableenergyworld.com/storage/20-mw-80-mwh-santa-ana-battery-storage-project-operational-in-california/

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2021-08-02 List Of Tesla Factories

This article is a list of Tesla gigafactories, current and rumored.

https://electrek.co/2021/07/14/tesla-factory-locations-where-they-are-and-could-soon-be/

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2021-08-01 Elon Musk By Ashlee Vance

Elon Musk sampled a handful of ideologies and then ended up more or less back where he had started, embracing the Sci-Fi lessons found in one of the most influential books in his life: The Hitchhiker’s Guide To The Galaxy, by Douglas Adams. “He points out that one of the really tough things is figuring out what questions to ask,” Musk said. “Once you figure out the question, then the answer is relatively easy. I came to the conclusion that really we should aspire to increase the scope and scale of human consciousness in order to better understand what questions to ask.” The teenage Musk then arrived at his ultrological mission statement. “The only thing that makes sense to do is strive for greater collective enlightenment,” he said.

p.55

<< Musk’s insistence on explaining the early origins of his passion for electric cars, solar energy, and rockets can come off as insecure. It feels as if Musk is trying to shape his life story in a forced way. But for Musk, the distinction between stumbling into something and having intent is important. Musk has long wanted the world to know that he’s different from the run-of-the-mill entrepreneur in Silicon Valley. He wasn’t just sniffing out trends, and he wasn’t consumed by the idea of getting rich. He’s been in pursuit of a master plan all along. “I really was thinking about this stuff in college,” he said. “It is not some invented story after the fact. I don’t want to seem like a Johnny-come-lately or that I’m chasing a fad or just being opportunistic. I’m not an investor. I like to make technologies real that I think are important for the future and useful in some sort of way.” >>

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2021-08-01 Pop-up Chargers

Probably get flooded by rainwater. 😱😱

https://www.facebook.com/1406671632898820/posts/3038183309747636/?app=fbl

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2021-07-31 Bipartisan Reports

The fossil fuel industry trying to get congress to reinstate the XL pipeline?? And other political meddling.

https://www.eenews.net/articles/bipartisan-deal-would-make-biden-attack-his-own-agenda/

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2021-07-31 New Tesla Model Produced In Shanghai?

Rumor said that Tesla’s new low priced – $25,000 – “model 2” or whatever it will be called will be produced on GF Shanghai. It will be based on the model 3.

To reduce the cost of the battery pack, which is the most expensive part of the car, the cells will have to be LFP cells. That could mean a somewhat reduced range. That’s not a major issue because most driving is short range. As long as there are plenty of supercharger stalls available!

https://www.tesmanian.com/blogs/tesmanian-blog/rumors-new-tesla-model-made-in-giga-shanghai-may-go-to-production-in-late-2021

John D’Orto Said, “they will have to use 4680 cells” because “4680 costs about half of the current cells”

There are several factors that influence the cell costs, and they are cumulative — they may add up to saving half the costs.

But Tesla could sub out the batteries to a Chinese company, and get prices for LFP batteries that are very cost competitive no matter what the format. In fact, CATL could sell Tesla LFP battery packs made with prismatic cells – rectangular ones that are not even cylindrical. I would give even odds that that’s what Tesla will do. Because the LFP prismatic cells are made in huge quantities and are low cost.

*****

This article talks about the LFP module-less designs, LFP’s low costs and safety, the Chinese IP restrictions on LFP cells untill 2022. Also ESG – Environmental Social Governance.

https://roskill.com/news/batteries-the-true-drivers-behind-lfp-demand-new-safety-standards-costs-ip-rights-esg-simplified-battery-pack-designs/

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