CATL's planned 1200 GWh of installed production capacity in 2025. Today we’re gonna look at how many batteries CATL might supply to Tesla in 2025. I’ll also forecast Tesla’s total cell supply in 2025 from all sources and the split between energy storage and vehicle production.
Talga Resources is poised to establish natural anode dominance in Europe with a fully vertically integrated supply chain. Europe will has the highest expected growth rate of any anode market in the world and Talga's Vittangi mine is a strategic priority for Sweden. David Quan companion video: https://youtu.be/2-k8KahVxp4
There is strong interest in Talga's Talnode-C product, which is 300% oversubscribed. Talga also has environmentally friendly processing techniques, high yield rates, cheap electricity that's also low CO2, access to road/rail/ship infrastructure. They have a strong engineering and research backbone.
Finally I discuss whether I would invest and whether I would invest in Talga or Novonix.
Talga is a penny stock on the Australian Stock Exchange (ASX) with the ticker TLG, ASX:TLG in Google search, and TLGRF on Ameritrade.
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*Timstamps*
0:00 Introduction
0:54 Talnode-C
1:57 Anode Lab to Market
3:01 Scaling to Parabolic
4:41 Agreements and Demand
7:30 Mining & Vertical Integration
13:49 Geography and Strategy
18:37 Three Success Criteria
19:30 Would I invest?
#Talga
Intro Music by Dyalla: Homer Said
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https://www.youtube.com/watch?v=902K5fWggjQ
If the rumours are true, then what made Tesla's Battery Cell possible and what was the main reason for switching to a larger form factor? This video has the answers. I do a comprehensive breakdown of Tesla's New Roadrunner Cell.
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*Timestamps*
0:00 Introduction
0:32 Analysing the Images
3:00 Why a larger cell?
3:54 Why now?
7:57 The role of the Tabless Electrode
09:57 Why Tesla?
10:57 What are the odds?
11:55 Other speculation
13:49 Summary
#BatteryInvestorDay #NotSellingAShareBefore10000 #chubbycell #thelimitingfactor
Intro Music by Dyalla: Homer Said
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https://www.youtube.com/watch?v=94ZzLzFP5Zg
The video is the last video of three on QuantumScape: The Good, The Bad, and The Ugly. This video is on the promise of QuantumScape, which is the first principles advantages of QuantumScape's Anode-Less Solid State Technology.
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*Timeline*
00:00 Introduction
00:49 The Holy Grail of Batteries
03:01 Major Specs vs Tesla in 2024
08:21 Reasons why QS could charge a premium
10:51 Summary of Specs & How things could play out
11:43 First Principles Manufacturing Benefits
15:15 Will QuantumScape Succeed?
20:19 Summary
#BattChat #BatteryTwitter
Intro Music by Dyalla: Homer Said
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https://www.youtube.com/watch?v=kBaAoKQxcaY
Today's video is to make a correction to the layers I suggested in the Tesla Tabless Electrode Patent video. It turns out that Tesla's electrodes ARE coated on both sides already.
I also provide a bit more information on my heat estimates mentioned in the last video. These estimates were a middle of the road estimate. Depending on the use case, this could be more or less heat generation.
00:00 - Introduction
00:25 - Why a separate video
00:57 - The Error
02:29 - Thoughts on heat
03:52 - The next video
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Intro Music by Dyalla: Homer Said
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https://www.youtube.com/watch?v=tvCKRnGkI28
At Investor Day, Tesla teased a rare earth free motor. This has led to spculation about Tesla partnering with Niron for their Iron Nitride material. However, I think think humble ferrite magnets may actually be a better option. Let me know what you think in the comments below.
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*Timeline*
0:00 Introduction
01:00 What is a Rare Earth?
02:20 Why Remove Rare Earths?
03:09 Why did Tesla Use Rare Earths?
05:24 Niron Iron Nitride Magnets
11:42 'Tesla' Magnets
14:20 Tesla Ferrite Motor
23:45 Summary
Intro Music by Dyalla: Homer Said
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https://www.youtube.com/watch?v=DdEjfy4xti4
In the Tesla Q4 2023 earnings call, Drew Baglino gave his usual battery updates. Today I'll breakdown what he said line-by-line, discuss why his comments indicate a production dip but his outlook is still positive.
I'll also cover rumors by Joe Tegtmeyer about cathode updates and asymmetric lamination, as well as rumors/reports on Weibo that Tesla is importing wet coated cathode from China.
'Tesla Cybertruck deliveries hostage to battery production hell' https://twitter.com/LimitingThe/status/1737918494706954390
Joe Tegtmeyer 4680 Updates: https://twitter.com/LimitingThe/status/1742726520303415632
Weibo Rumor- Tesla Importing Cathode Rolls:
https://twitter.com/LimitingThe/status/1748012290320794068
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
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Venmo: @thelimitingfactor
*Timeline*
00:00 Introduction
00:54 The Reuters Article
03:05 Line 1 Swapped to the Generation 2 Cell
05:08 Production vs Assembly
08:33 Implications for the 4680 Ramp
10:42 Elon Confirms Tesla’s Cell Suppliers
12:38 Joe Tegtmeyer’s Rumor // Cell Improvements
13:48 Weibo Rumor // Cathode Rolls from China
15:16 Summary
Intro Music by Dyalla: Homer Said
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https://www.youtube.com/watch?v=PAjrOZSNkWk
Tesla's Patent Application for Lithium Clay using Selective Extraction has just been published! The title is "Selective Extraction of Lithium from Clay Minerals" and it describes how Tesla is using clay, salt, high energy milling and water to selectively extract lithium from clay using a low energy, environmentally friendly process that should be low cost and high purity.
Patreon: https://www.patreon.com/thelimitingfactor
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*Timeline*
0:00 Introduction
1:17 Timeline so Far
2:47 Atomic Structure of Clay
4:15 Non-Selective Process
5:15 Selective Process
6:45 Is Tesla Targeting the Framework or Interlayer?
8:05 Significance
9:20 High Energy Milling
11:52 Impact of Sequence
13:12 Extraction Results
15:35 Considering the End-to-End Process
17:11 Scalability
17:50 Summary
20:41 Will Tesla Get a Patent?
21:45 What's Next?
#BattChat #BatteryTwitter
Intro Music by Dyalla: Homer Said
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https://www.youtube.com/watch?v=Mej1erLgCIs
Chinese automakers are gearing up to go global and inundate western markets with low cost EVs. Will they do the same in the U.S.? If so, how will Tesla and other U.S. automakers compete? And, flipping the question on its head, should companies like BYD be concerned about Tesla?
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
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Teespring: https://teespring.com/stores/the-limiting-factor
Twitter: https://twitter.com/LimitingThe
Venmo: @thelimitingfactor
*Timeline*
00:00 Introduction
01:41 100% U.S. Tariff
03:50 What if BYD Built a Factory In Mexico?
07:55 Tesla vs BYD in China
11:22 BYD and Tesla to Enter Each Other’s Markets
15:20 Some Notes on Europe
15:55 Will Other U.S. Automakers Find Their Feet?
17:28 Summary
Intro Music by Dyalla: Homer Said
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https://www.youtube.com/watch?v=Y8s3XsPNv5o
In this video, we’ll be discussing the product impact of Tesla's three cathode choices that were presented at Battery Day. We’ll discuss the differences between those chemistries, why they were chosen for each product, and how they fit with Tesla’s broader strategy. This is part eleven of the Lithium Mine to Battery Line Series to break down and understand what was unveiled at Tesla Battery Day.
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*Timeline*
0:00 Introduction
0:51 LFP
10:03 Nickel + Manganese
14:38 High Nickel
15:03 The Million Mile Battery
19:35 Vehicle to Grid
21:11 The Three Options
22:21 Cell Strategy
24:26 Summary
#BattChat #BatteryTwitter
Intro Music by Dyalla: Homer Said
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https://www.youtube.com/watch?v=Hhrqj2kO9MU