0:00 Intro 0:25 Constraints 2:16 Iron Phosphate 3:24 Manganese 4:13 Silicon 4:23 LFP 5:19 Considerations 6:19 Iron 7:14 When 8:06 …
source
0:00 Intro 0:25 Constraints 2:16 Iron Phosphate 3:24 Manganese 4:13 Silicon 4:23 LFP 5:19 Considerations 6:19 Iron 7:14 When 8:06 …
source
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Copyright © 2022 Car Fix Guru.
Car Fix Guru is not responsible for the content of external sites.
My compliments to you. This was your best thinking and some of your best writing to date.
I like your thinking on the batteries. Just bear in mind that, as you go down the alkali metals group, the outer electron is more easily donated due to the larger size of the atom. This means they are increasingly reactive. Thermal runaway then becomes an issue. If you've ever seen a piece of Sodium dropped in water you'll know what I mean. Li is the preferred material at the moment for a very good reason. I'm not saying Na and K are not usable, just that the the thermal runaway issue will need a solution.
Nice vid! I like your take & spin with Tesla, and the info you provide. I feel your channel is perceived a bit how the public views Tesla themselves… Meaning, your take with the company is beyond the general stretch of most of the YT community who (like most of Wall street) have a parochial view of Tesla. There's all these Channels now that feed the same topical events of day/week to us, like the evening news (which has value in-a-sense) but Your channel is the only one that provides the perspective and theories on the companies market mechanics that are going to drive this company to soaring height$. (much like an Economist would)
Range has basically been solved, 300 miles is plenty.Faster charging would be nice, say 100 miles in 10 minutes.
Elon gets it wrong again. There is over capacity of lithium refining in China the shortage is in mined material and it takes up to 10 years to find, drill, permit, finance and build a new mine. Sodium will never find its way into a vehicle that Tesla wants to build. Stationary storage maybe at scale in a decade or more. Lithium mining is the bottleneck.
I'm not sure I understand, did Tesla say they are going to start doing lithium refining? I thought they prefer not to get into it, no?
Tesla Economist. To really get address the refining process, you have to research Nano One Materials Corp. This company is revolutionizing the cathode materials industry.
I’m just here patiently waiting for the 2030 TSLA price target.
Great content!
Is that finally?
My 2030 TSLA price target $64,354.00/share. Nuts. Yes. Doable? Yes. Looking forward to your target.
When doing your calcs for the decade, ensure to cover Lithium spodumene refining at Giga Texas, the buildings skeleton structure is complete with flooring going in now.
NaFePO4
Yet another great vid.
Appreciate the time you put into them.
Do you plan on 1 vid with yearly PT's up to 2030 at some point?
There is maybe about 60 million tons of extractable lithium on the planet, at 5kg per battery pack, enough for 13 billion battery packs!! There is much more sodium available. Why not use magnesium? It has 2 valence electrons so it partially offsets the increased mass. Or aluminium?
So far the 4680 is not going as fast as they projected and they mentioned 2170 would run out at end of this year so there may be a slow down in growth for 2023 which will suck.
In regards to the on going software lock theories and Osbourne effects. Tesla is going to run out of 2170 as soon as the end of the year and 4680 is not at 1000 a week. Tesla would focus on just scale of 4680 and nothing on specs even if not as good as 2170. Scale is the most important thing for them to focus on in terms of 4680. The software locks and Osbourne effects theories are so far off just wishing and would be a foolish engineering focus at this point to spend anytime on improved range, power, etc. over scale.
I'm 54 and Even in the economic fluctuations, I'm so excited I've been earning $45,000 from my $10,000 investment every 10days.
"A successful man is one who can lay a firm foundation with the bricks others have thrown at him." —David Brinkley
Why is virtually all of the lithium refining being done in China? If it's so profitable, why aren't some American entrepreneurs going after this market?
Just get the nickel and stop trying to play games with other things. Get the nickel and be done with it. It's starting to become a hellhole of confused industry
thank you for the information on #tesla
For your 2030 price model, don't forget to account for decreasing P/E over time. History shows that investors don't keep P/E sky high forever (Amazon, Apple, etc.). So even as revenue and profit's soar, the market cap growth will be slower after some point. This is the main problem I have with these models – and I have my own.
Look into CATL research into Manganese cells. They're putting into production some sort of manganese cathode battery next year. People have been speculating it would be LF doped with Manganese but the company seems to be calling it a ternary battery with Manganese. With the many times that Elon and Tesla have mentioned Mn as a potential cathode, my suspicion is that they have been keeping an eye on CATLs developments and may be lining up more contracts.
Thanks you for your wisdem and vision 🥇🥇
Elon is wise, and diplomatic, when he limits Tesla's vertical integration. By being a customer of nearby suppliers, he makes local friends (allies). How do you become the world's largest corporation without being hated and dismantled for monopoly? By spreading some of the wealth around, buying chips and batteries from many sources, so that even most of your rivals have pieces of your action. That's how. And never gloat.
Each battery uses 11 lbs. of lithium? That’s at least 900 lbs per car. Did I miss something?