Lets support a tsunami of battery cathodes made in the USA.This should be of 
strategic interest.
Danny A.

https://www.mining.com/web/a-tesla-co-founder-aims-to-build-an-entire-us-battery-industry/


Redwood Materials Inc., the battery recycling company created by Tesla Inc. 
co-founder J.B. Straubel, has been keeping a big secret: It isn’t really a 
recycling company.

Sure, Redwood has risen quickly to become the biggest lithium-ion battery 
recycler in the U.S.. But Straubel didn’t leave Tesla in 2019 just to clean out 
America’s junk drawers. His broader goal, described to Bloomberg for the first 
time, is to move a huge chunk of the battery-component industry from Asia to 
the U.S. 


“It’s both inspiring and terrifying to see so many nations and car companies 
announcing their shift to electric vehicles,” Straubel said. “But there’s a 
massive gap in what needs to happen.”

To fill that gap, Straubel has set out to build one of the largest battery 
materials factories in the world. Redwood, which currently operates three 
facilities in Nevada, is searching for a location farther east to build a new 
million-square-foot factory. At a cost of well over $1 billion, according to 
Straubel, the addition will enable Redwood to become a major U.S. producer of 
cathodes. (Every battery has two electrodes — an anode and a cathode — between 
which trillions of charged lithium atoms travel. It’s the cathode that largely 
determines a battery’s cost, performance and environmental footprint.)

Straubel says the U.S. factory will produce material for 100 gigawatt hours of 
batteries a year by the end of 2025. That’s enough for about 1.3 million 
long-range vehicles a year, on par with the biggest producers in Asia. By 2030, 
the same facility will ramp up to 500 gigawatt hours a year, he says. At 
today’s prices, that’s $25 billion of cathodes a year. Redwood plans to build a 
similar operation in Europe by 2023. 

“These numbers sound insane, but when you look at what the market needs, I’m 
like holy cow — is this even aggressive enough?” Straubel says. “Somebody’s got 
to do this. In fact, we need at least four companies doing similarly 
aggressive, crazy things all in the same timeline.”

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