1TW BATTERY CAPACITY MATERIALS REQUIRED
Anode Graphite - 1m Tonnes
Lithium. - 1m Tonnes
Nickel. - 0.6m Tonnes
Cobalt. - 0.175 Tonnes
So that is just what Tesla alone wants, so treble that for the total.
Novonix road map for just 2k tonnes Anode Graphite 2021, and 25k tonnes by 2025, in a million tonne market!
Then start to think about Cathode materials?
Capex of billions of $ is needed.
NOVONIX The Replacement Tesla Research Team, page-13
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