This video is about the Lithium ion battery perspective of the TSLA Q2 earnings call. Jordan always does a great job at explaining technical details. It's for those interested in how the 4680 cell production is expected to ramp up.
Please note that Tesla plans to consume about 4-5 million tonnes LCE Lithium per year by 2030 (about 15 times current production of the whole world), directly or indirectly, so whatever they do, impacts the Lithium demand to a huge extent.
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