The Salt Lake Tribune gives us today a very good summary of what we already know about Tesla Model 3 and I will provide a few links to show why this Lithium Race to mass market for electric cars is picking up speed and we have reached the point of no return. Lithium is the magic metal at the very heart of this Energy rEVolution and cheap lithium batteries change everything.
"Elon Musk is looking for the Tesla Motors factory place in China and the production could be started in 3 years time. He is going where the largest auto-market is and China will welcome him with open arms. We have the state-level military plan to build the new strategic industry in China - Electric Cars in action. Why compete with ICE Age dinosaurs if China can leapfrog straight forward into the Next Industrial Energy rEVolution? 75% of Lithium Hydroxide is controlled by China now, it goes into Tesla Motors lithium cells made by Panasonic. Ganfeng Lithium supplies Panasonic with lithium materials as well as Warren Buffett's backed BYD, LG Chem and Samsung among many others. International Lithium is building vertically integrated lithium business with Ganfeng Lithium. Watch the video"
"We have the great discussion in our comments on my recent post on Tesla Gigafactory about the future of batteries. In order to save you all time and effort I will post Lithium Solid State and Lithium Air posts here again. "Battery For The Future" is the best video on Lithium Technology I have ever seen. Now Apple is coming with its Electric iCar, GM Bolt will be on sale this year and Tesla Model 3 will be unveiled at Geneva Auto Show in March: mass market for electric cars is approaching very fast in this Lithium Race. So why is it Lithium after all? And, yes, it is not a mistake: in the very short time from September 2015 Strategic partner of International Lithium - Ganfeng Lithium has jumped with its market cap valuation from $1.2 Billion to $3.2 Billion. "The Lithium Upheaval in China" is spreading like a virus now all over the world markets. Read more."
"The short answer: All cars will be electric and the rest is history. If you like some details you are welcome! Nobody knows the future. We can only speculate and try to extrapolate the existing trends into the future. I would like to remind you that all expressed opinions on this blog are my personal ones and do not reflect the official position of any companies I am involved with.
Actually, I do not have anything against oil and, particularly, those hardworking women and men who were powering our technological progress for a little bit more than one hundred years. I just hate to pay so much for my petrol - guilty, I like Big and Powerful cars. Particularly I hate that this money is going to pay for Wars and provide dirty politicians which are bathing in oil denying the climate change. And I hate that my own money will pay for the use of One Hundred Years Old Technology based on controlled explosions of Dinosaurs Poop with less than 35% efficiency: heating everything around it and chocking us all with deadly air pollution. But not for long, Elon Musk has changed everything - I can get my Big and Powerful car from Tesla now.
I am just thinking about The Next Fifty Years here on this blog. We will pay to Oil our due respect at the appropriate time, but today I would like to share with you a few observations from my latest research. Please, stay tuned - I will publish the sources for your own conclusions later.
Electric Cars have reached The Point Of No Return. Whatever happens next to Oil is not relevant any more. With more expensive oil we can have our iPod Moment chart of EV adoption rate just going even steeper. With lower price for oil we can just listen about the coming doom for electric cars for another few months and those journalists will have just a little bit more time to find another jobs. FED is hiring by the way - they will need a lot of spin to keep this Market Ball rolling. To paraphrase: the stone age has gone not due to the lack of stones … Electric Cars are just better, they are more powerful and they are getting cheaper now. Read more."
The Salt Lake Tribune:
By TOM RANDALL