THROW A DART - pick a battery metal + supplier - lol TESLA'S - 3 - DIFFERENT BATTERIES - Tesla outlined a three-tiered approach for its cars. Weight sensitive long-range cars like the Semi and Cybertruck will use the highest energy pure nickel cathode batteries. The intermediate class cars, like the Model S, X, Y, and powerwall will use the nickel manganese cathode batteries.
And medium-range, not mass sensitive products like the upcoming cheaper “Model 2”, Model 3, and Megapacks will use iron cathode cells.
According to Musk, building batteries with two-thirds nickel, one-third manganese should be straightforward. The company didn’t elaborate on the energy density differences between the pure nickel and nickel manganese cells. https://www.torquenews.com/11826/elon-musk-new-batteries-pure-nickel-cathode-already-powering-tesla-cars Now.. is magnesium deposits more prone to higher percentages per ore tonne in Nevada ?
Severa lof the junior reports i've read - point to magnesium as being more abundant than maganese...
THere are distinct difference bewtween ( magnesium and maganese )
magnesium - alkai salt
maganese - oxide similar to - iron.
Has Musks team thought this out ? Or... ran on a whim from a lab whose had success with maganese ? lol
One would think - Tesla would lean towards magnesium because of its abundance over
maganese - when speaking of, basin sources in nevada. Is he setting himself up for more supply issues - or.. will magnesium - SURFACE - and fill the void ?
As an investor - Trying t ochase and tack down what mineral a manufacturer wil lrun with...
\Is well... let's just say there's no rules when it comes to - salt batteries.
Seems the manufacturers can change thier minds like thier underwear.
One day it's this.. the next day... another mineral ...
Games....lol
Musk has said - might phase out cobalt. Wants to bring forward the nickel.
And... now magnesium, maganese, and iron are the flavor of the day....
Here's hoping Tesla clues into - Nevada - has higher grade magnesium than...maganese .
Now - if we pull forward Musk's patent on a new battery - I'm not seeing anytihng to do with - maganese - anyone else ?
What i am seeing is =
MAGNESIUM. Why would the articles say maganese - surely the writers know the difference between th two
minerals ? Or do they ? lol
May 15, 2020 — Tesla's New Battery Innovation. Last September, Tesla CEO Elon Musk patented a new type of battery built with nickel-magnesium-cobalt oxide
In this proactive article - we can read who might be the players that could profit
= supplying the metals - spec of course -
- Glencore
- Vale
- BHP
- Rio Tinto
https://www.paidpromotionalmessages.com.au/companies/news/929704/which-miners-could-benefit-from-teslas-battery-day-tomorrow-929704.html Now let's ask... how many lonely juniors in Nevada have long awaited a helping hand ?
Will the big boys step in and offer up thier own resources - magnesium, maganese, nickel
from - outside of nevada ? ugh....
Or.. .will Elon live up to his word... Source local resources close to his plants in Nevada ?
One sentence from an article did say Tesla would source from -
North America....
That's far larger than Nevada...lol
In my opinion - We won't ever see it coming - as in - an entriely different supply source
that noone or very few - spotted will be revealed - it's like - near impossible to nail.
Connecting the dots is not easy.... It's the art of constrantly researching to see which companies are making the moves...
And most often - the mpves made are subtle moves - as not to tip off invesotrs...
Making it near impossible to connect the dots... but it'sd fun trying - lol
Sometimes -
Majors appoint a junior - to initiate the first moves....( they're lil puppet )
My wonderment is... what isd Fuse Cobalt doing aside of Dajin.
Why is Dajin and Fuse data sharing .
And... how long of a leash does Fuse have /?
Is Glencore the one holding the leash ?
Who knows...
But it isinteresting to see - Musk -
switch up the ingredients to makerecipes for = batteries.
Will Musk folow through with their lithium mining plans..?
Or a diversion as not to break the hearts of many investors who have invested in nevada lithium juniors... would the act of saying they'll mine their own lithium - be used as a tactic to pull away from lithium - and allow Musk ot switch up the metals to make thie rbatteries ?
Has.. .lithium = seen its day ? Are we on the verge of - other metals replacing = lithium ?
If one is too inlove wqith lithium - would they ever see it ?
Good questions... but with few answers... and the big boys reshape the battery metals space.
One thing's for certain.... other battery - metals are NOW stepping forward making their grand debute.
Yup - very hard to know what ot invest in... A junior could have very good grades of a specific battery metal ...
But... what matters most is - what the market makers choose to run with.
You know.. .big boys...lol
Investors are last to know... lots of chatter prior or to the lead up...
But... the plans made in future step outs... well in advance - years ahead of time.
Looking left ....is only one side of the story....
One must look both ways... to know where the bigger moves are being made.
Spot the clues.
Cheers....