Ok so the tesla show and tell was a bit of a damp squib for battery materials really, aside from the fact that they clearly mapped out the path we are on towards a sustainable electrified economy. Those who know the numbers can clearly see the enormous amount of demand that creates. There was a bit of talk about lithium refining being a bottleneck (incorrectly imo) but no mention of graphite anode material - which looks likely to be a similar if not worse bottleneck within the next 2 years. Anyway still holding the important $1.50 mark - the next 2 weeks leading up to vw day could be interesting.
