I was just reading an
article on Electrek that shows some slides from the investor event in January 2017 at the Gigafactory. The following slide may interest Syrah investors:
View attachment 455366
Tesla Graphite Slide:
"- Li-ion batteries use both natural graphite and synthetic graphite to optimize cost and performance.
Supply Increasing
- Multiple new large scale mining operations planning to come online.
- New operations specifically targeting battery industry supply
Worldwide demand steady
Prices have decreased
- Large flake graphite prices have decreased in recent years
- New large scale mining operations being commercialized with high quality materials: lower production costs"
Thoughts:
Tesla must have plans to implement natural graphite in some of its products (Model 3, Powerwall?). Why would they have information about natural graphite if they were solely going to use synthetic?
(20min delay)