General Discussions, page-11996

Interesting article published by Benchmark Minerals last night regarding Tesla + Panasonic. The Mandate from Musk to Panasonic is to target 2TWh of capacity over the coming decade. Panasonic quoted as "It’s an unbelievable scale, so we have to build up more supply chains, mining, everything"

"Assuming the 2 TWh mix will be 50% lithium nickel cobalt aluminium oxide (NCA) and 50% NCM high nickel, the raw material implications would be considerable. On a combined basis would equal 170,000 tonnes of cobalt, 1,630,000 tonnes of lithium, 1,660,000 tonnes of nickel and 2,400,000 tonnes of graphite anode, according to Benchmark’s assessment"