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Just some more info on the Tesla semi for those interested. This...

  1. tmc77
    189 Posts.
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    17/06/23
    16:58
    Post #: 68340078
    Just some more info on the Tesla semi for those interested. This in my opinion is the elephant in the room when it comes to Nickel demand for future battery's. Small cars and short range vehicles will use LFP or Sodium the same for grid storage battery's, but for the semi fleet and large SUVs there's no substitute for high Nickel cathode at least for the next decade.

    ASO Price at posting: 8.5¢ Sentiment: Buy Disclosure: Held
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    lightbulb Created with Sketch.  Great analysis
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