Short term Weekend lounge 17th-19th March, page-152

  1. pmd3nka
    3,782 Posts.
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    18/03/17
    18:28
    Post #: 23455272
    "TSLA: Lithium For EVs: Tesla's Outsourcing Vs. Toyota's Vertical Integration",

    from Seeking Alpha, a free US Newsletter. Makes some telling points (if true - but sounds authentic):

    1. Lithium Hydroxide, currently used in existing Li battery technology, is cheaper to make from solid rock Li (eg pegmatite) than brine sources, because the latter currently produce Li Carbonate.

    2. Tesla has outsourced its battery manufacture, but has deals with two Li developers who have not yet begun production - hence the outsourcing to Panasonic **at** Tesla's own factory.

    pmd3nka
    Likes Created with Sketch. 3  Upvote
    lightbulb Created with Sketch.  Great analysis
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