California is looking to “produce” its own lithium supplies, from the Salton 
Sea. They’ve formed a Commission (a good friend of mine is on it) to oversee 
it, and I’m hopeful that appropriate environmental safeguards will be in place.

- Mark

Sent from my Fuel Cell powered iPhone

> On Sep 14, 2021, at 5:46 PM, Peri Hartman via EV <[email protected]> wrote:
> 
> Very ambitious. Can Straubel et al do it ? I presume he can front a lot of 
> money, so that helps. And I presume he's not really inventing anything. 
> Perhaps the biggest challenge will be sourcing raw materials. The finished 
> product (batteries) is environmentally clean but strip mining is another 
> matter.
> 
> Exciting. Best of luck !
> 
> Peri
> 
> << Annoyed by leaf blowers ? https://quietcleanseattle.org/ >>
> 
> ------ Original Message ------
> From: "cleanair--- via EV" <[email protected]>
> To: "Electric Vehicle Discussion List" <[email protected]>
> Cc: "[email protected]" <[email protected]>
> Sent: 14-Sep-21 15:35:52
> Subject: [EVDL] J.B. Straubel in the news - Move making cathodes from Asia to 
> the USA
> 
>> 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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