Isn't lithium only a small part of the batteries and found pretty much everywhere on earth?
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Isn't lithium only a small part of the batteries and found pretty much everywhere on earth?
MitchJi
Trying to learn kindness, patience & forgiveness
India has very high taxes on imported cars. I don't know if it's like China where they need to partner with a local company or not. I think not, but the fact that the article mentions a JV indicates that I'm wrong.
BTW I spent quite a bit of time in India in the 80's. Unimaginably bad cars. Appeared to be copies of 1950's British cars. A close friend owned several that were almost new. He kept the window winder handles in the glove boxes when they fell off.
MitchJi
Trying to learn kindness, patience & forgiveness
Yes and yes.
The issue with location is that the cost of extraction varies.
But it's not an issue. Obviously it's better (cheaper and more ecological) to import lithium as opposed to importing cells that contain the lithium.
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jhm
Well-Known Member
Love of Fried Food Could Curb India's Crude Oil Imports
It looks like India would really like to limit its dependency on oil imports. Importing lithium is a trivial issue relative to importing oil. Long term, India could import used batteries and recycle/repurpose them.
It looks like India would really like to limit its dependency on oil imports. Importing lithium is a trivial issue relative to importing oil. Long term, India could import used batteries and recycle/repurpose them.
dc_h
Active Member
It is surrounded by Oceans, which have lithium. I don't think much is mined through ocean filtering, but it is an option. If cheaper, Australia would likely be the source of raw material.
Exactly my thought. X seems to be under 750/week and S is somewhere around 1000/week with a lot of 60s in the mix.
With the proximity of the GF to the lithium mine it makes me wonder how well positioned the next one will be.
I've posted this before, EM had several back up plans one of these was to purchase a start up company that had demonstrated the ability to extract lithium from mineral rich brine. Salton Sea startup (Simbol) .
Tesla Tried To Buy Lithium Startup Simbol for $325M
Email from EM to Simbol. Tesla term sheet
Yep, yesterday afternoon's drop of nearly $3 was a work of fiction. Yesterday morning's drop could be attributed to two factors: concern for the $411 early debt repayment, and some creative short-selling (as evidenced by deep dip followed almost immediately by substantial but only-partial recovery). By mid-day yesterday, TSLA was well on its way to recovering its lost ground. Then, as we entered the really low-volume afternoon trading hours on an already low-volume day (2.1M shares for entire day), TSLA started dropping with no news while broader markets were rising. Translation: short-sellers were taking advantage of the extremely thin trading to push TSLA down and convince traders that the rally of last Thursday had now transitioned into a downtrend. Today, traders shrugged off yesterday afternoon's drop and brought TSLA back to where it should have been. Thus, the near-vertical rise this morning.
Tracking anything publicly said about a Tesla VIN ("hey guys, got my VIN yesterday, it is 143xx. DS mailed me we go into production next week."). Some people are even more obsessive as me with this (yes, there is a cult for this) and the findings are pretty much always the same.
Another wedge formed today, but from the high of this morning, contested the 230.50 and 230.00 resistance level and the formation broke down like 5 minutes ago. I was hoping for another breakout to continue the rally with some momentum..
with the 50DMA and 200DMA coming together at 228 level, and in severely oversold territory, we just need a reason to continue the leg up.
I was expecting M3 reveal #2 at the giga factory. Didnt Elon say that? Where is it?
with the 50DMA and 200DMA coming together at 228 level, and in severely oversold territory, we just need a reason to continue the leg up.
I was expecting M3 reveal #2 at the giga factory. Didnt Elon say that? Where is it?
Not sure where you get that number. Exactly three months ago (May 9th) we were at 143000. Since we have yet to see 156000, the number is below 4333/month. You also need to exclude some (smallish) ranges that are clearly inventory and I get around 4200/month, at best. Finally, there was an uptick after the release of the 60kWh model but that seems to have died down by now. Maybe it's just summer blues and we will return to see some growth.
Agrees, a 100kWh battery has the potential to unlock demand. At the same time, more and more people are expected AutoPilot 2.0 any day now and especially current top-of-the-line owners may postpone an upgrade even when the 100 is available. Pure speculation but it is very well possible that the 100kWh basically is done but that Tesla won't release it until AP2 hardware is available as well. I believe such a combo has the potential to equal the effect of the release of AWD + AP1 at the end of 2014 which is basically what lifted the Model S from a 35k/year car to a 50k/year car.
No I mean that if I compare my numbers with others who do the same thing independently we all see just under 1000/week for the S and under 700/week for the X. Actually I find I am the more optimistic one.
Okay interesting. Do you know how close your numbers come to actual sales? I assume not everyone reports their vin numbers.
Why do you link 100kwh with AP2? Do you imply that 60kwh won't get AP2? I don't believe that.
He's simply saying these two will be announced together.
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