Nickel deployed into EV globally is up another 44% yoy and the annualised run rate, forward looking, is about 345kt/pa
despite switching to lfp for base models, tesla share of nickel market demand is unchanged (I.e. continues to grow alongside the market) with model y alone responsible for 13% of nickel deployed into all evs for h2 2022
wait till cybertruck ramps this year and semi!!
https://www.adamasintel.com/wp-content/uploads/2022/10/Adamas-Intelligence-State-of-Charge-EVs-Batteries-and-Battery-Materials-2022-H2.pdf
Nickel deployed into EV globally is up another 44% yoy and the...
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