How will the Global Lithium Supply Chain evolve this decade and how will that affect Tesla’s 50% Growth Rate target? I've spent the last 3 months investigating the topic and assembling this video to give you a comprehensive view. Use my referral link to purchase a Tesla product and get free credits you can redeem for awards like Supercharging miles, merchandise and accessories. https://ts.la/jordan72005 Patreon: https://www.patreon.com/thelimitingfactor Paypal: https://www.paypal.com/paypalme/limitingfactor42069 Teespring: https://teespring.com/stores/the-limiting-factor Twitter: https://twitter.com/LimitingThe Venmo: @thelimitingfactor *Timeline* 00:00 Introduction 02:11 Too Long; Didn’t Watch 05:53 Thanks, Credits, and Sources 09:15 Why is Lithium the Bottleneck? 10:48 Mining is Easy, Refining is Hard? A Red Herring 11:52 Lithium Refining // Margins 20:17 Fixed Price Contracts are being Phased Out 22:28 Lithium Refining // Forecast and Lead Times 25:17 Why is Tesla Pushing for More Refining? 29:27 Tesla Needs to Flirt Better with Entrepreneurs 30:04 Refining Integration could Save Tesla Billions 31:50 Lithium Refining // Interim Summary 32:29 Is there Enough Lithium in the Ground? 35:34 Let’s Evaluate Three Lithium Forecasts… 42:46 Benchmark’s Forecast // Revisions Explained 45:12 Lithium Supply in 2030 // Bull and Bear Cases 46:35 A Recent History of Lithium Supply and Demand 50:29 Australia / 2-3 Years // Brownfields Projects 51:40 Australia / 2-3 Years // Faster Extraction Rate 56:56 Australia / 2-3 Years // Two Non-Starters 58:00 Australia / 4-7 Years // Greenfields Projects 01:03:57 South American Lithium Brines 01:05:36 China // Lepidolites to the Rescue? 01:09:06 United States // Lithium Clays and Brines 01:11:11 The Potential of Direct Lithium Extraction 01:13:15 Africa // A Wild Card with Huge Potential 01:17:10 Canada // Hard Rock and Lithium Brines 01:17:58 Other Countries 01:18:32 Global Lithium Supply Forecast 01:23:32 The Forecast for Sodium Ion Batteries 01:27:35 Combining the Li & Na Battery Forecasts 01:29:57 When will Tesla Face a Battery Shortage? 01:34:47 OEM Li Bonanza // Is Tesla Getting Left Behind? 01:35:36 Why Tesla Should Get into Li Mining & Refining 01:37:54 Three Ways for Tesla to “Get into Li Mining” 01:38:50 Why is Tesla Avoiding Lithium Mining? 01:40:59 What about other Chemistries? 01:41:57 Video Summary // 10 Key Points 01:48:57 The Lithium Bottleneck vs ‘Peak Oil’ Comparison Intro Music by Dyalla: Homer Said ... https://www.youtube.com/watch?v=xEY_CMUb8jY

This video is a wrap of Tesla's Q4 2021 earnings call from a battery perspective, but I'll also branch out a bit in the video to give my thoughts on FSD, optimus, energy storage, HVAC, and more. Patreon: https://www.patreon.com/thelimitingfactor Paypal: https://www.paypal.com/paypalme/limitingfactor42069 Bitcoin: 3B3UXCZsnoPZxG6vYQ6npsF4TW8f5kK4LH Teespring: https://teespring.com/stores/the-limiting-factor Reddit: https://www.reddit.com/r/TLFBatteries/ Twitter: https://twitter.com/LimitingThe *Timeline* 00:00 Introduction 00:50 Investor Slide Deck 02:19 Elon: 4680 going into Vehicles ? 03:57 2022 Parts Constrained...but Sewing Seeds for Future Tech 07:10 Embodied AI - Optimus 08:45 Drew: Plenty of Cells for 2022 11:19 Tesla Now Fully Integrated on Batteries 14:25 2022 is Again the Year of Chips 15:00 Elon Thanks Suppliers 16:14 No $25,000 Vehicle? 18:26 The Robotaxi can Generate Huge Model 3 Demand 20:05 Worst Case - Tesla can Pull Demand Levers with the 3 and Y 20:47 When the Time Comes, Tesla can Build/Launch a Model 2 Quickly 22:21 Tesla HVAC 24:08 4690s Don't Appear to have Caused Cybertruck Delays 25:14 Shifting Focus from Berlin to Austin 25:59 250k Cybertrucks Per Year Initial Target 27:57 My Passion for the Cybertruck 28:55 LFP (Iron) Cells for Powerwall 30:13 LFP, Manganese, and Elon Responds to my Tweet 33:59 Sodium Ion 35:20 2022 Could be a Big Year for Tesla Energy Storage 36:48 More on the $25k Vehicle and Why It's not a Top Priority 38:50 4680 Form Factor for LFP 42:57 Wrap-Up #BattChat #BatteryTwitter Intro Music by Dyalla: Homer Said ... https://www.youtube.com/watch?v=Dyunmkgwm38