On the back of Tesla investor day.
Ramping production and a step change in manufacturing is the way Tesla are going to reduce EV purchase prices, NOT changing or using “alternative” battery chemistry, in the short-mid term anyway.
Li is going to be the mainstay battery component for decades to come.
Yes there is an enormous amount of R&D going into battery tech, but this is more to do with altering anode/cathode compounds. Reducing carbon (graphite) to the anode is somewhat of the “holy grail” as carbon is an inhibitor to capacity/performance ratios/%
Increasing silicon-graphite ratio is the answer and they are getting closer to viability at higher % silicon…
Tesla steadfast on ramping production- 20 million EV’s annually by 2030…current production is 2 million.
10x !!!.
Who said the mid-long term major Li deficit was a myth or fabricated…
No, the myths and ficticious “reports” are created to lower material prices and “steal” your shares!
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