There is not enough lithium supply on to meet Tesla alone.
What about China EVs, and now VW , Jaguar, Volvo and Mercedes?
Lithium prices will stay strong for next 3-5 years.
We need to start digging, fast, and get the Argentine, or Chinese jv interest, soon.
Cheers
G
-
Volkswagen & Mercedes Hasten Electric Car Activity — Tesla Wins Again
September 11th, 2017 by Zachary Shahan
" Mercedes and Volkswagen have again announced hastened electric vehicle plans. This article is certainly about these companies and their plans — which we’re very excited to report on today — but it would be a crime to
not briefly highlight how they relate to Tesla, and why they are a “win” for Tesla. That bit is included at the end of the article, after getting through the hot news out of Germany.
Mercedes-Benz — Right on BMW’s Electric Bumper
Last week, I wrote about BMW’s new announcement that it plans to electrify every single model in its fleet by 2020. Jaguar Land Rover just indicated the same.
These announcements followed Volvo’s recent announcement that it plans to electrify every one of its models by 2019......"
https://cleantechnica.com/2017/09/11/volkswagen-mercedes-hasten-electric-car-activity-tesla-wins/
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