Volume, page-2202

https://youtu.be/t5CA-O9_W3c?si=arv7QJDtBeoSyfQz

Worrying that this narrative is hitting the mainstream. Still
confident that nickel batteries will be part of the energy mix. For the forseeable mid-term future it’s still the best energy density to weight option for large trucks and performance vehicles (over LFP and sodium… but that lead is getting smaller). I know Tesla still plans to ramp up its 4680 nickel chemistry batteries to feed the entire Cybertruck line (250k vehicles a year minimum), probably their semi trucks and probably the performance 3 and Y (and the Van one day).

but this ramp is at least 12 months away which will only start making a dent in world wide nickel demand