Is Nickel The New Gold? Tesla CEO Elon Musk’s Comments Inspire Interest In Nickel

Credit to Author: Guest Contributor| Date: Wed, 26 Aug 2020 02:11:48 +0000

In the popular imagination, lithium is the element that powers EVs. However, as Elon Musk has pointed out, the term “lithium-ion batteries” is something of a misnomer, because they don’t really contain that much lithium. However, meeting the expected surge in demand for element #28 may not be so easy, because of various supply-side issues. In a recent interview with Kitco News, Michael Beck, Managing Director at Regent Advisors, said he sees something of a “perfect storm” brewing in the nickel trade

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Tesla’s Lithium & Nickel Sourcing — Australia? Bolivia? China?

Credit to Author: Zachary Shahan| Date: Sun, 26 Jul 2020 11:10:37 +0000

Following some of Tesla CEO Elon Musk’s comments regarding battery production during the quarterly Tesla conference call for shareholders last week, I decided to have two long conversations with Howard Klein and Rodney Hooper of RK Equity about the EV battery production and mining industries

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LG Chem & Panasonic In Tight Race To Be #1 EV Battery Supplier, CATL Solidly #3

Credit to Author: Zachary Shahan| Date: Sat, 23 May 2020 01:49:05 +0000

It’s all about those batteries, ’bout those batteries, ’bout those batteries. The electric car market is influenced by aesthetics, aerodynamics, tech efficiency, semi-autonomous and infotainment features, and more. However, it seems no single element is more important than the batteries

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Tesla Shanghai Model 3 May Go Cobalt-Free Using CATL’s LFP Cells — Diving Deeper

Credit to Author: Dr. Maximilian Holland| Date: Tue, 18 Feb 2020 16:37:54 +0000

Tesla is in talks with battery producer CATL to supply lithium-iron-phosphate (LFP) cells for the Shanghai-made Tesla Model 3, according to a report by Reuters

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