Super interesting post. Thank you. I watched the video at the...

Super interesting post. Thank you.

I watched the video at the point where you took the transcript from and have to say that JB was pretty much floundering when trying to answer the question about Lithium supply chains. Tesla has been frequently criticised for being amateurs when it comes to mass production. Must say that watching the video at that point left me with pretty much that impression. Hope I'm wrong or 500,000 T3s aren't happening in 2018.

The Nickel question is a different one and I intend to do some research on it. Might be a sleeper in this sector, although I'm not sure if all battery techs use as much as the Panasonics in Teslas.