RE:RE:RE:The Limiting Factor and HPQpatience123 wrote: ScienceFirst wrote: HPQ mentioned startig @13:40+
He definately does nothing to promote HPQ nor does he mention the carbon coating process. My guess is he will change his tune once the results are back from the lab. Battery manufacturers will be able to use 100% silicon anodes which will be superior to Teslas process.
Yes totally agree. Here is good points by sabbath on ceo.ca
@Sabbath Re The Limiting Factor; At 15:47ish he flashes an image of how Tesla doesn't want nano powders and says Tesla would rather have micron powders at the size of 1um.
That 1um falls within the range of PUREVAP NSiR capabilities of .20um - 5um.
He also fails to recognize PUREVAP QRR is the only silicon process that can use lower purity quartz and carbon feedstock to produce a 4N silicon product. All "competitors" need high purity quartz and carbon feedstock and STRIVE to produce 2N, at a Capex and Opex greater than PUREVAP QRR. I haven't even mentioned the environmental impacts on conventional MgSi processes.
I know he doesn't understand PUREVAP Processes as he thinks QRR & NSiR is one process as he says "raw materials to nano powders in one step", when it is 2 seperate processes. He highly underestimate what it takes to get to 99% Si nevermind 99.99% Si.
I feel Jordan understands HPQ is a highly valuable company, as he even mentions in the video, but doesn't want to admit Tesla needs HPQ because of the price tag that will come along with such, He is heavy Tesla handed and doesn't want his company to have to pay big $$$ and hopes Tesla will have their "own" route. ALL of us investors here though know well a large auto manufacturer is not going to go and create it's own Silicon process, something we are 5yrs ahead of everyone else on.