Tesla's battery super-plant intensifies spotlight on graphite and lithium
- Autores: Emma Hughes
- Localización: Industrial Minerals, ISSN 0019-8544, Nº. 559, 2014 (Ejemplar dedicado a: Abril)
- Idioma: inglés
- Texto completo no disponible (Saber más ...)
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Resumen
''[Tesla's] need to vertically integrate and achieve economies became clear when you consider that [it] was responsible for consumption of roughly one third of global lithium-ion (Li-ion) cells produced in 2013, equating to 1,750 megawatt hours,'' said Chris Berry of House Mountain Partners LLC.
''That's not to say that a select junior couldn't integrate into Tesla's eventual supply chain, but given the risks associated with junior mining today, and the fact that the lithium market is an oligopoly with excess capacity, making a bet on a junior partnering with Tesla seems like a speculation,'' Berry explained.
The connection with the ongoing issues in China's graphite industry and the potential environmental impact of Tesla's Gigafactory was also made in a recent Bloomberg Businessweek article, titled 'Teslas in California help bring dirty rain to China,' which has since come under fire from Tesla's own CEO, Elon Musk.
