Tesla 4680 production plant in action and hiring underway - https://www.tesla.com/en_au/battery-jobs
Its been forecast that Tesla could do about 1.3TWH of the high Ni content chemistry, out of their total 3TWh panned production, by 2030. This could take their Ni demand past 1Mt/pa - roughly 50% of today's supply and 25% of forecast 2030 supply.
Pertinent market/industry news/articles, page-3348
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