After last year’s Tesla Battery Day speech and the huge amount of information that followed, [The Limiting Factor] Spent months studying the countless themes behind Tesla’s announced plans, All resource markets from lithium to copper and cobalt, and what all this means for electric vehicles (EV) and battery electric vehicles (BEV) and batteries for power storage.
Many of these changes are immediate, such as the use of battery packs as structural elements to reduce the weight of the support structure, while other changes such as the elimination of cobalt in the battery cathode is a longer-term prospect, and Tesla plans to establish its own lithium in the United States Clay mining business. It is also uncertain when Tesla plans to use the famous “tabless” 4680 battery to replace the current 18650 battery in mass production, and when they will achieve the promised 16% growth.
Even so, in the more than 1 hour video (there is also a link after the break), the overall view seems quite optimistic, and LFP (Lithium iron phosphate) batteries are also very popular.One obvious sign of the process to be pointed out is that the cobalt-free battery is Used Among Model 3 Teslas, it is most common in Chinese models.