You don't have to look very far to get a grip on the supply difficulties that are here already. Tesla hasn't come close to their minuscule 500,000 vehicles a year goal and the existing market for battery materials is close to tapped out.
Build up of mining capabilities will inevitably happen, but it will not be fast and there are orders of magnitude more needed just to handle cells for vehicles. And we are saying that batteries for grid storage is "there?" Not a chance. https://electrek.co/2016/11/01/ *breakdown-raw-materials-tesla-batteries-possible-bottleneck/* <https://electrek.co/2016/11/01/breakdown-raw-materials-tesla-batteries-possible-bottleneck/> Cobalt is sourced only from the Congo. This supply chain is very tenuous. Cost in this article is said to be $27,000/tonne. The article did not tally the mass of cobalt in a Li ion cell. Musk is most worried about Co supplies. <goog_745312217> https://techcrunch.com/2017/01/01/*no-cobalt-no-tesla/* <https://techcrunch.com/2017/01/01/no-cobalt-no-tesla/> http://www.co27.com/cobalt/about/ <http://www.co27.com/cobalt/about/> " <http://www.co27.com/cobalt/about/>The Tesla Model S uses a 95 kWh battery pack which contains *14.9 kg of cobalt per vehicle.*" "The global *cobalt market was in a supply deficit in 2016* for the first time since 2009" http://benchmarkminerals.com/ *elon-musk-our-lithium-ion-batteries-should-be-called-nickel-graphite/* <http://benchmarkminerals.com/elon-musk-our-lithium-ion-batteries-should-be-called-nickel-graphite/> https://www.theguardian.com/environment/2017/jul/29/electric-cars-battery-manufacturing-cobalt-mining On Thu, Jan 4, 2018 at 5:19 PM, Michael Ross <michael.e.r...@gmail.com> wrote: > You did not run any numbers. The mining implications are paramount. > > Recycled EV batteries won't make a dent. > > -- Michael E. Ross (919) 585-6737 Land (19) 901-2805 Cell and Text (919) 576-0824 <https://www.google.com/voice/b/0?pli=1#phones> Tablet, Google Phone and Text -------------- next part -------------- An HTML attachment was scrubbed... URL: <http://lists.evdl.org/private.cgi/ev-evdl.org/attachments/20180104/265a6e36/attachment.html> _______________________________________________ UNSUBSCRIBE: http://www.evdl.org/help/index.html#usub http://lists.evdl.org/listinfo.cgi/ev-evdl.org Please discuss EV drag racing at NEDRA (http://groups.yahoo.com/group/NEDRA)