Tesla's Lithium supply chain mapped out

This episode of Tesla's Battery supply chain we cover Lithium and map out Tesla's global Lithium supply chain.
To help with the topic Rodney Hooper from RK equity and co-host of Lithium Ion Rocks podcast will be a guest on the show
Ion Rocks podcast check out the below links.
RK Equity www.libull.com...
Lithium-ion Rocks www.libull.com/
EV Stock Channel
www.patreon.com/teslastockchannel
Twitter @ev_stock
Long Tesla
Disclaimer: All content in this video is my opinion only and not financial advice to do anything. Do not assume any facts and numbers in this video are accurate, I do my own research using many different sources which I cannot always validate even official data can be miss interpreted or miss typed. Always do your own due diligence.
As a Tesla fan and investor (TSLA makes up more that 95% of my portfolio) the goal of the channel is for me to share all the things that I have come across during my research and share it with who ever finds it interesting.

[@JonathanSureau1]

Excellent video. It's content like this that justifies peoples initial claim for the internet that the democratization of information would be our salvation. As opposed to the avalanche of toxicity that seems to make up so much of social media these days.

[@Tesladocumentaryseries7603]

Thanks Jonathan

[@JonathanSureau1]

@@Tesladocumentaryseries7603My pleasure! And thank you for unusually informative effort here.

[@topixfromthetropix1674]

Good comment.

[@SolvingTheMoneyProblem]

Great content.

[@Tesladocumentaryseries7603]

Thanks heaps!

[@pearldiver7]

Thanks to Rodney Hooper. Very interesting and informative comments.

[@themoviecapo]

Love learning from industry’s insiders. Thanks

[@monsmedo]

Great video. However, it is hard to believe that Elon has not already thought about this considering that he has a black belt in thinking in first principles.

[@Theo-dj7vs]

Could you be a bigger fanboi...

[@PyroManiacbwl]

@@Theo-dj7vs really hard not to be a fanboy... god just look what he has done. You got to have no interest in improving the world to hate Elon.

[@Drezil]

Some events ago he "joked" about "we may need to get into mining" .. ;)

[@wattlebough]

Theo Try not to be such a naysayer. You’re sounding like a horse and cart boy when the first Model Ts are coming off the line.

[@loungelizard836]

No matter how smart and disciplined you are there's a limit to what one brain can do. I'm sure there's plenty of opportunities musk has missed.. an infinite number, actually! So this may be just one of those things, between boring, revolutionizing cars and rockets, and brain interfaces, that has escaped him.

[@FlorestanTrement]

That was good fresh information, new insights in how complex the whole manufacturing process is, how insanely difficult it must be to establish or replace. Thank you both!

[@wattlebough]

Nice information from a good angle no other channels really touch on. Keep it up.

[@Tesladocumentaryseries7603]

Will do more to come

[@ramon2786]

Wow! The mapping of the processing and back and forth shipping and transportation was a real eye opener! It suggests to me that there is the potential or scope to further vertically integrate for Tesla. Interesting and sensible summary of all these breakthroughs we hear about too! Ivan you really do offer something different with your content and I hope your channel gets its due recognition. Please keep doing more content!

[@spicano6309]

Similar thoughts. Future attempts to minimize mechanical movements (i.e., transportation), where little to no value is added, is a break-though step in manufacturing. As Tesla global scale increases, seems like an avalanche in cost-savings (and or throughput) could be getting closer. Great interview!

[@Tesladocumentaryseries7603]

Thanks Silvio

[@Tesladocumentaryseries7603]

Thanks Ramon i was as surprised as you when i first Rodney mentioned it.

[@drlhenry3315]

LAC: lithium America Corp has a mine located in Nevada isn’t there talk of TESLA aquiring this

[@Josh-cp4el]

Damn, that was so good, I loved the part at the end where you ponder other battery technologies. "How many Elon musks come along and then run a $140B market cap company?" It's clear that lithium is the future for a long time to come. Better start ironing out all these supply issues quick! Thanks for opening our eyes to them.

[@Tesladocumentaryseries7603]

Thanks Josh

[@lilUrso11]

What a very informative interview, logistics is critical. Logistics wins Wars, no different for the EV revolution. Great insight about a critical input for battery manufacturing that very few Tesla Channels have addressed.

[@Tesladocumentaryseries7603]

Love that saying "Logistics wins Wars, no different for the EV revolution" might have to use it in a future video

[@Steve-jo1qj]

you are killing it. I am both a TSLA and LAC Shareholder. This was a great interview. I listen to the Global Lithium Podcast, Minerals Manhattan Project and Lithium Rocks. Most people do not understand the requirements needed for battery grade. Hey, if you can try to get Joe Lowry, Emily Hersch or Simon Moore. Any of them would be great interviews. It is surprisingly interesting to me about the whole lithium industry is getting. Can you comment on how battery day will affect all lithium stocks?

[@Tesladocumentaryseries7603]

Thanks Steve sounds like great idea. Ill try get them on the show.

[@bradleyeast8371]

Been doing research and trying to decide which lithium stocks to get into... ALB is the biggest lithium mining company and the LIT etf looks interesting to me as well. Any specific reason you chose TSLA & LAC over other companies? Also I read that lithium will eventually run out so have you considered buying into companies producing batteries if a Lithium shortage is to happen?

[@Steve-jo1qj]

@@bradleyeast8371 I don't think we will see lithium "run out" any time soon. However, there is a huge difference between lithium in the earth and lithium that is able to be mined at an effective price point. I suggest listening to the Global lithium podcast - Joe Lowry and Lithium Rocks. I also watch every conference that is or was posted online. Covid has killed those but there are some virtual ones. Tesla is the 800-pound gorilla and will have the highest demand or at least it appears that way now. Lithium Americas I liked mainly because of Thacker Pass. There are really only 2 active mines in the US. One small one by Albarmarle in Nevada and Thacker Pass. Thacker Pass is pretty big with what appears to be inexpensive to mine (low overburden, locally sourced, good transportation and electricity / water. Plus in a mining friendly location. Standard Lithium is doing some interesting Direct lithium extraction too. Bacanora in Mexico is similar to LAC. If you want hard rock (really needed for Tesla and high nickel batteries then you are really looking at Australia now. Chile and Argentina, Thacker pass, and Baccanora are all going to produce lithium carbonate. Both carbonate and hydroxide will be needed. I think Tesla is being cheap and dumb. They should be buying up Lithium deposits like LAC, and other things like Nickel in Canada and assets like mountain Pass for rare-earth minerals. Look at the EV stock channel the title was something like "is tesla going to start mining part 1 and 2." Ivan did a great job on those. They were part of the reason that I started looking and investing in LAC.

[@bradleyeast8371]

@@Steve-jo1qj thanks for the insight I will do more research. Also are you investing in ALB if not is there a reason why you chose LAC over ALB.

[@Steve-jo1qj]

@@bradleyeast8371 well albamarle is a great company but it is the leader. I'm looking more for growth. Albamarle, Livent are both good. I'm not a fan of SQM. I like LAC primarily for Thacker pass. Having the largest lithium in the US I think is compelling. LAC could move from being a Jr. To a major miner in the future.

[@shaimach]

I'm looking at the graph you include at 4:13, and Tony Seba predicts "only" 50% of cars sold would be EVs. Also, he did not specify how many cars would be sold. What the speaker forgets is that car demand is elastic: If it becomes very clear the market is shifting to EVs, you can expect the Osborne Effect to be in full force, and the sales of ICE cars will decline in anticipation of the transition (who will want to buy an ICE car in 2025 given its resale value in 2030 will be extremely low?). So one can expect the total number of cars to decline strongly as we shift from ICEs to EVs, before rising up again as EV supplies increase to meet demand. It is quite possible we'll see only 50M new cars sold in 2025, 25M of which are EVs (down from the current 90M/year). Also: There is some chance by 2025 we'll have self-driving cars, in which case extrapolations of current sales numbers are not really relevant, as we'll partially shift from private ownership to TaaS (Transportation as a Service).

[@michelangelobuonarroti916]

Seba actually states that the fleet size will drop precipitously as TAAS comes into play, even as the total number of miles driven continues to rise. This is because one car can effectively serve the needs of more than one consumer, on average. This will help some with commodities shortages.

[@justinmallaiz4549]

I definitely think we’ll only see 50M new cars sold annually in 5-10 years.. thou India market is an unknown variable ( to me at least)

[@fredwinslow744]

Tesla’s projections have little to do with simple car sales ironically

[@StevenYang506]

The interview was very insightful, thank you! Props to the editing as well, the well timed charts and cute animations really added to the conversation.

[@Tesladocumentaryseries7603]

Thanks Steven that takes alot of time to add in glad you appreciate it.

[@winstons8798]

Oh, dang! I watched this video three times already and just now realized I got a shout out at the end for contributing on patreon. I appreciate the knowledge and the thanks.

[@Tesladocumentaryseries7603]

No worries Winston thanks for your support.

[@TheDdealwis]

Wonderful and informative video, especially loved the timely graphics and animations which really helps us visualise. Subscribed!

[@simonpender8331]

Fascinating talk, thank you. 18:50 is interesting for the transport miles.

[@fredwinslow744]

Thank you for popping up On my suggestions list. A great set of videos thus far Well Done !

[@Tesladocumentaryseries7603]

Awesome, thank you!

[@andrewpaulhart]

Great episode. I learnt a lot . The most interesting takeaway is that Tesla have a lot of say as to which technology dominates. Definitely feeling good about my Tesla shares 😄

[@airtime89410]

This matters “Our cells should be called Nickel-Graphite, because primarily the cathode is nickel and the anode side is graphite with silicon oxide… [there’s] a little bit of lithium in there, but it’s like the salt on the salad,” says @elonmusk

[@annihilationHaven]

Someone has to explain this better, how can you have 50kg of "salt on the salad" in a Tesla? Then how much nickel in weight?

[@evroving3431]

So well done. Big applause to you for letting your guest speaker speak and facilitating with timely questions and staying on topic. We'll be glad if you can ask him to come back in a month after battery day by Tesla.

[@Tesladocumentaryseries7603]

Yes would love to learn more and keep the conversation going.

[@dgb5820]

Ivan called me a nerd but your knowledge resources on this channel is incredible. Special thanks to Rodney as well

[@Tesladocumentaryseries7603]

Thanks DGB yes i am a Tesla Nerd but just trying to learn from Rodney he knows his stuff.

[@jasonwidegren]

Super episode! That Rodney guy is fantastic!

[@gregcoughlin4615]

Awesome job! Love the idea of supply chain videos, keep them coming!

[@Tesladocumentaryseries7603]

Thanks Greg! Will do!

[@drewcameron3103]

What high quality information. Very interesting stuff! Im excited when I see you post new material and look forward to more content like this.

[@Tesladocumentaryseries7603]

Thanks Drew

[@murbella7]

It's always a pleasure to hear an intelligent and informed conversation, many thanks.

[@Tesladocumentaryseries7603]

Thanks Ron

[@IJustHitTheFan]

You have outdone yourself. Extremely interesting interview. Thanks!

[@Tesladocumentaryseries7603]

Thank you!

[@mystakidis]

I want to like this video twice.. So many good points made.

[@Tesladocumentaryseries7603]

Thanks Paul

[@grizzlymartin1]

OMG! It just keeps getting better... So glad I went back and rewatched this. To be fair, Toy Seba actually said "all NEW cars in 2025..." And no doubt, other than niche markets that still exist then, no major automakers will be dumping capx into ICE vehicle production. Li use and battery technology by then will meet demand on global scale. How do I know this? One simple reason is companies like Aptera and their small, light-weight, never need replacing battery and virtually unlimited recharge lifecycle. Or NIO who has the potential to nearly self-sustain its Li supply by recycling its "swapped" batteries on the fly with every technological advance achieved. You WILL see these things. Covid and convergence has expedited the wisdom in life-cycle manufacturing. Watch this space...!!! And then there is the myriad use case for "last mile" EV transport and delivery services we see ramping up with blistering speed that will smash the need for large density batteries entirely. And then there is the most exciting elephant-in-the-room of all: recycled Li. As the song goes "...People get ready - there's a train comin' ..." Just like Rodney himself has referred to in more recent interviews, "Chemical" plants in proximity to the end-user is (and will be) the holy grail of this entire phenomenon. And guess what these "chemical" companies will suddenly realize one day? Answer: WTF...let's be a "lifecycle" "Chemical" company and crush this sector. Taking a lesson from the late great Ray Anderson of Interface kzbin.info/www/bejne/n4GcgnmVoaeCr6M their epiphany moment will come...if it hasn't already. So buckle up boys and girls. This is going to get exciting...very, very exciting. Peace.

[@francoisluneau]

Really interesting and different angle you got here with your questioning. Instant subscribe!

[@Tesladocumentaryseries7603]

Awesome, thank you!

[@GestaltReality]

Future video Idea - I would be curious about the economics and feasibility of lithium battery recycling and how it compares to producing new ones from raw materials. This will become more relevant as the auto market and grid storage market start to saturate over the next decades.

[@Tesladocumentaryseries7603]

Great idea already working on it.

[@AWildBard]

Great point. Tesla Chief Technology Officer JB Straubel said that battery recycling would be critical in the future, and then left Tesla to start a battery recycling company, called Redwood Materials. So it does seem that people who have greater knowledge in this field think that recycling is going to be extremely important. I have heard that all of the lithium can be recycled, but what can't be recycled as much are the plastics used.

[@AlexandruJalea]

I don't make many comments on videos, but man, you are definitely a breath of fresh air in this community. Thank you for your efforts, great content! To keep things topical, I would love to see more details on what the speaker was mentioning on the true carbon cost in the supply chain and I would like to hear some insights from regulators on how this can actually be achieved.

[@Tesladocumentaryseries7603]

Thanks Alexandru, I appreciate that! Ill see what I can do.

[@I.L.SoW___]

This is the future of Ev

[@isseyrox]

Brilliant interview! Thank you so much.

[@Tesladocumentaryseries7603]

You are welcome Issey?

[@dksculpture]

Fantastic interview. There’s so much one can learn! Thank you.

[@Tesladocumentaryseries7603]

Thanks David

[@iansebastian211]

Rodney makes some salient points.Primarilty that laboratory breakthroughs often don't lead to commercialization of the technology. Kudos on the reporting.

[@amenemhurt8817]

Great video, outstanding! Thanks for sharing

[@RavensEagle]

Thank you for the images in between the convos. Don't think i would understand or absorb the info aswell. So thank you for the effort

[@Tesladocumentaryseries7603]

Glad it was helpful!

[@Buzzhumma]

More great interveiws from industry insiders would be fantastic . Informative beats speculative 10 fold ! 👍🏻

[@Tesladocumentaryseries7603]

More to come!

[@RichardFrost]

Fantastic video !! So much excellent background information

[@Tesladocumentaryseries7603]

Thanks Richard

[@RichardFrost]

@@Tesladocumentaryseries7603 seriously you should contact Steven Mark Ryan on his KZbin channel "Solving the money Problem" as you both have excellent research skills when analysing stocks! Especially Tesla that's Steven's forte !!

[@borisstephens]

This content is adding great value! Fascinating insight into supply chains.

[@Tesladocumentaryseries7603]

Thanks Luke

[@melberber79]

Would love to see a video like this about the nickel supply chain

[@larrybuzbee7344]

Very very interesting and informative. Thanks and please bring us more like this.

[@Tesladocumentaryseries7603]

More to come!

[@lcmlcm2460]

Very informative THANKS

[@farukcarushi4983]

Awesome video!

[@jasenguyen95]

Great interview! Thanks

[@octo571]

So so good! Thank you for this video

[@HemanthYarlagadda]

Awesome insights on battery backdrop

[@ReaBow]

From the UK. Just found your channel. Great content. Love & Peace always

[@Tesladocumentaryseries7603]

Thanks Rea

[@kirk8985]

Thank you!

[@Martinit0]

A good followup question would be: " What is the current Li mining industry planning in bringing more production capacity online? How far away are we from having enough Li for 50% BEV in 2025?"

[@valentinkrizan2754]

Brilliant! I like this guy.

[@pumba6099]

I like how Rodney said follow CATL supply chain and you end up with a lithium spodumeme company that exports from Port Hedland, WA to China called Pilbara Minerals ASX:PLS They got their phase one plant exporting within 4 years. And CATL are now the second biggest shareholders of the company along with HSBC definately can see PLS gaining market share over the coming years.

[@YLSyt]

Amazing interview, thanks Ivan!! Can't wait for the other materials!

[@Tesladocumentaryseries7603]

Coming soon!

[@sethchristeverlastinggodki3819]

Thumbs up Ivan. Love your work.

[@Tesladocumentaryseries7603]

Many thanks Seth

[@ramonpunsalang3397]

Excellent interview. Thanks.

[@Tesladocumentaryseries7603]

Thanks Ramon

[@jimdetry9420]

He was an excellent guest.

[@jjpark4758]

Great content as usual Ivan!

[@Tesladocumentaryseries7603]

Thanks Jj

[@grizzlymartin1]

Today is 9/27. I am watching and reviewing your most recent posts. At the end of this one you ask about salt/lithium batteries. With the “Battery Day” announcement regarding plans to reuse 100% of lithium “waste,” and thus virtually eliminate the need to mine any more in the future, I am left wondering about Solid State battery technology. Question: Will/do Solid State batteries afford this same recycle-ability capabilities? Would love an episode delving into the implications today’s breakthroughs may mean for that next inevitable battery stage.

[@Tesladocumentaryseries7603]

Great question think about it if solid state comes out in 5 years imagine how much better Teslas batteries will be

[@okay4403]

Keep the content flowing! Great stuff!

[@Tesladocumentaryseries7603]

Thanks! Will do!

[@brittennz]

So Ozzi needs to invest in a conversion plant in Bumburry Western Australia.

[@luger188]

I work at lithium plant, there's huge scope for us along without a long lead in time

[@AWildBard]

That was excellent insight, for sure.

[@topixfromthetropix1674]

I seems that some mention of current production facilities adaptability for increased production could have been part of the conversation. I had to research a lithium question on my channel but the question was of supply sourcing and the geo-politics involved. Current annual lithium production for the top 9 lithium exporters is 84,840 metric tons (2200 pounds in a metric ton). The US is very secretive about it's lithium mining, but it is believed the US is using lithium far faster than it produces it.

[@danxchen]

Great Stuff!. Sigma Aldrich (Now Merck) was working on a Li projects years ago. I am sorry to see that they were not successful then.

[@Tesladocumentaryseries7603]

Interesting was not aware of that

[@prathameshsingh9877]

Tata Chemicals please keep a lookout on this name and iam positive you will be hearing it a lot after 2022, great content btw +1 sub

[@Tesladocumentaryseries7603]

Thank you, I will

[@aceofspades6667]

could you guys re-hash this topic after the news the released on battery day.

[@HariSeldonIsBack]

Fantastic work. This is probably the next hurdle that Tesla needs to get passed, and I'm curious to see how they do it (and I have no doubt that they will).

[@Tesladocumentaryseries7603]

Totally agree Pierre

[@stebarg]

2:05 😂

[@martinfriedl7746]

please more of this content, awsome!

[@Tesladocumentaryseries7603]

More coming up

[@jamescoppe]

Great video dude!

[@Tesladocumentaryseries7603]

Thanks James

[@lachlanwaite9084]

Dude! Amazing stuff, keep going

[@Tesladocumentaryseries7603]

Thanks! Will do!

[@gmb3602]

Quick Question, which Sources did you use for this Video?

[@willyouwright]

Please get this guy to watch the youtube channel the limiting factor to get update on new developments expected at upcoming battery investor day

[@lib1007]

Amazing interview, eye opener.

[@Tesladocumentaryseries7603]

Thanks San

[@rcnblackhawk07]

Lithium bull! Go go go

[@davidelliott5843]

The 50kg relates to battery cell weight within the car. We are told (elsewhere) that Li-Ion batteries are 3% lithium. How does that fit against the 50kg number.

[@Tesladocumentaryseries7603]

Great question ill ask next time i get them on the show

[@aaronwhite1426]

I don't know why but your specific video was very quiet. The rest of the videos I've been watching have been fine. I would have loved to watch it all the way through but I just couldn't hear.

[@jameswest4819]

Manganese nodules have most of the minerals necessary to make better batteries...Nickel, Iron, Cobalt, Lithium as well as many Rare Earth minerals. Once deep-sea mining becomes a common method of obtaining the necessary minerals to build all these batteries we will begin to see the majority of vehicles being built to be EV.

[@davidelliott5843]

LiFePO4 as made by CATL are solid state. What is the lithium content by weight of the battery cells?

[@cybercel164]

How much Lithium does it take to go to the space station?

[@starwarsman2709]

They use ion papulausion in starlink ship for sattelite deployment in falcon heavy sattelite carrier

[@Dota2funny]

So there will be a shortage of active mines? But with a 40% yearly growth tesla won't reach more than 3 millions of cars sold yearly by 2025. So mining companies have a lot of time to start ramping

[@entspannter_hase]

It gets harder after 2025, when the exponential part really kicks in. Securing the lithium for 2025 and on is investment that needs to happen NOW. But as the lithium output only grows linearly with each additional mine, that means we need hypergrowth investment in the next years.

[@scarsurfing]

nickel mines can take 10 yrs to start

[@no_more_free_nicks]

Ok, that was interesting. Subscribing now.

[@Tesladocumentaryseries7603]

Awesome, thank you!

[@AnalystPrime]

Good video. When PV became the big growth industry the price of silicon jumped up, but that caused production to jump up so much the price is now far lower than before. While alternatives to lithium exist and must be researched, the growing demand will also encourage improved mining methods, and funnily enough Musk has one: The Boring Company electric tunnel boring machine, which isn't that different form building an electric mining machine. Given it does not need to operate far from a charger, or actually need to be unplugged at all while working, the mine needs less fuel to operate. Also, the trucks that haul the ore? Tesla has those on their "coming soon" list, meaning more fuel savings for the mine. And as mines are not popular places to build your house these days the company can also put up solar farms or windmills to keep their electric bill down without complaints from residents. Such things obviously cost money to build or buy, but going greener would likely bring the company tax cuts and other benefits aside from lower operating costs. Elon already hinted that Tesla might just get heir own mine to ensure supply. They could then use Boring company machines, Tesla trucks and Tesla solar in that mine to show off how CO2 costs of producing EVs can and will be brought down, meaning every other mining company will be either thinking of upgrading their operation or under pressure from environmentalists to do so now cleaner options are clearly available. Even if some other chemistry replaces lithium, Tesla could keep selling electric mining machinery and revolutionize another sector of industry...

[@strykerace]

I think Rodney Hooper is a bit short sighted. Lithium expansion is constantly happening there are new lithium mines opening up every 3 to 6 months, and new permits are happening probably every month now. Lithium mining is accelerating as there are many new mines coming online faster and faster. Additionally as demand grows there is incentive for governments to accelerate red tape in their regions so setting up future mines could take 3 years instead of 7 years once the governments prioritize Lithium mining. The key bottleneck is refining. Need more refining. Again as the demand grows the incentive for more refining comes to the forefront and should springboard more refining and better faster refining. another thing is we shouldn't be constrained by Lithium as its only the current cocktail, future better cocktails are likely underway and there could be a future where some batteries don't even use Lithium and cobalt at all, they use something different. So many options for EVs.

[@drew96]

The Japanese apparently have been hyping fluorine-based batteries. They claim a 7x energy density/weight advantage. It sounds like they're still in the lab. Any comments? (Question is directed to Rodney - the expert mining gentleman.)

[@Mikrokosmos1973]

PLL = Hydroxide :-)

[@Aqua-uq7ix]

Great interview, but he seems to forget one little very important thing: Recycle batteries and I'm just gonna leave it here.

[@EnglishCad]

When they get to 90% charge (talk of that at 3 million miles) the batteries will be recycled into storage packs.

[@Tesladocumentaryseries7603]

Will be covered soon

[@Chops2792]

EV Stock Channel - could you also maybe tie in the reduction in lithium needed with dry electrode and new ways to first charge the battery. Isn’t it some large % of lithium is lost in the initial charge of the battery to help with battery life?

[@billcichoke2534]

Not forgotten. Unless the market will absorb the cost (which it won't), and is willing to have recycled vs. new batteries in their products (which they aren't), the supply issue IS an issue. Considering the fact that most folks are not planning on buying EVs, kind of a strawman subject. It won't be materiel shortages that kill EVs, but a lack of sales or mass demand.

[@AWildBard]

@@billcichoke2534 There already is a huge demand that is greater than the ability of suppliers to meet it. But since the cost of batteries is going down and the energy density is going up, battery vehicles will be better and cheaper than gas cars in about 5 years. At that time, the demand for lithium is going to be intense. One country has already had a coup- Bolivia. Bolivia has huge reserves of undeveloped lithium. It's not a coincidence. They threw out the president and replaced the government because they want to develop the lithium.

[@Stan_144]

What is the cost of Lithium and Nickel in Tesla Model 3 ?

[@Tesladocumentaryseries7603]

Good question let me find out

[@bobsmith120]

Thank you

[@Tesladocumentaryseries7603]

Welcome!

[@Barskor1]

All lithium deposits are old seabeds Any nation that has sea access can get lithium with vacuum distillation just using the waste heat of a nuclear power plant or the sun. Water boils in a vacuum at 75 F or 30 C

[@Tesladocumentaryseries7603]

Not an area i have yet looked into yet but thanks for sharing

[@Barskor1]

@@Tesladocumentaryseries7603 Your welcome.

[@Chops2792]

Great interview. I would be really interest to see more on battery recycling. I havent heard much about that. That would greatly reduce the overall lithium need. Battery recycling can be super efficient. I also haven’t been able to hear too many companies doing it that are investible. American Manganese is one of the only i have seen, outside of Tesla doing it themselves and AM doesn’t seem like a great bet.

[@Tesladocumentaryseries7603]

Hi Chris ill make sure to cover that soon.

[@andrewpaulhart]

Chris Hopkins I think it is very early days for recycling. I heard a Renault exec saying that a big problem for recycling is that there are so few batteries that need recycling at the moment .. relative to the amount required for economies of scale. Will take many years for that to change. In addition I don’t think that they are there yet on efficient and economical ways to recycle. My understanding is that JB Straubels recycling startup is currently all about research rather than ramping operations

[@baenzifly]

A Tesla Model S needs about 13kg Lithium. You maybe talked about raw materials like Lithiumcarbonat.

[@Tesladocumentaryseries7603]

Are you referring to 13kg total of hydroxide?

[@dpmyt]

Great Interview!

[@Tesladocumentaryseries7603]

Thanks Dave

[@sunitbhardwaj7715]

Hey could you pls come up with a transcript .it really makes us easy to catch up with the accent

[@clutchbeyers]

Frontier Lithium (LITOF) is about to blow peoples minds with its availability of highest grade deposits. Someone snapshot this comment.

[@Conrod56]

Check out Vulcan Energy Resources. Making great progress in Germany. Zero Carbon Lithium.

[@Fotis420]

The lithium mines in Western Australia just scaled back because of not enough demand and reduced prices.

[@Tesladocumentaryseries7603]

That interesting Fred i guess it must be due to the current over supply.

[@runen9658]

Thank you for good explanation! It was mentioned 0,8kg lithium for 1kWh Model 3 battery. Is this as rock or process as Hydroxide? And dose the conversion process from rock to Hydroxide required lots of electricity that using renewable energy could potentially reduce the battery cell CO2 footprint much?

[@Tesladocumentaryseries7603]

Great question ill have to ask Rodney next time I get him on the show

[@fiftyoneindustries2]

Great vid!

[@Tesladocumentaryseries7603]

Thanks David.