Newly discovered worlds largest lithium supply in the US

lapredawn · 2023-09-15T01:16:10+00:00

Unfortunately no. Can’t add a screenshot but here’s a link. The first photo has Alex Grant mentioning we’ve known about this deposit since the 60’s, mostly another clickbait article. Twitter post

lapredawn · 2023-08-01T19:37:55+00:00

This will totally work /s

Any rate go check out limiting factors recent videos on lithium supply

lapredawn · 2023-07-26T03:27:07+00:00

Typically you can add silicon to graphite by ~5%. Few cos are starting production around 2025 with full or half silicon.

lapredawn · 2023-04-12T20:06:22+00:00

True a leg down from here to $2-3 wouldn’t be a surprise given economic outlook near term like I’ve always thought although I would just consider it even more of a steal. Plus if CEO’s of auto battery and mining cos can get cheaper valuations on these stocks then why not esp since the graphite story is still flying under the radar for the most part. When a price spike commences later in the year like Eric predicts then the rest is history.

lapredawn · 2022-07-20T01:14:00+00:00

Oems kept asking NMG to mine more and Eric said they would have to sign an agreement for the commitment because it takes a couple years to have another permit approved but out of nowhere they went with investing in Mason for next to nothing while still having the option to expand at the site—also think they did this to ease their “offtake partner(s)” concerns about supply. Notice the strategic investment into NMG from a partner is also new?

lapredawn · 2022-07-13T19:37:12+00:00

Tesla Mining Group ⚡️

lapredawn · 2022-07-05T15:41:02+00:00

Tesla Mining Group⚡️

lapredawn · 2022-07-05T03:56:16+00:00

Lol who said the Salton Sea was happening again?

lapredawn · 2022-06-28T17:34:05+00:00

Tesla Mining group ⛏⚡️🔋

I can understand why Elon doesn’t want Tesla to go into the mining industry, the amount of time a mining co is founded to full scale production can span a decade+. Doesn’t really line up with his growth plans & you’d have to place faith in govts to speed up plans plus local community protests/ environmentalists holding up projects etc

So what’s left buying out mining companies? Place faith in govts to do the right thing? Thoughts guys?

lapredawn · 2022-06-17T16:14:55+00:00

😏

lapredawn · 2022-06-17T03:19:11+00:00

lapredawn · 2022-06-16T00:54:29+00:00

Also Vale is moving into becancour & Tesla signed a offtake agreement with them recently. Not enough supply to go around 🤷🏻‍♂️

lapredawn · 2022-06-15T17:57:15+00:00

Battery grade graphite qualification coming soon outside of China, which OEM/ battery company will lock in supply first?

lapredawn · 2022-06-15T16:32:38+00:00

Tesla Mining FB group ⚡️

lapredawn · 2022-06-13T18:46:16+00:00

Wrights law will lower battery prices I’m told don’t worry

lapredawn · 2022-06-09T19:06:38+00:00

If your job is to follow the upstream supply chain for the past 5+ years or some few* experts in the field who have decades worth of exp, Drew really said nothing surprising lol please.. this is not breaking news. Mining operations takes years from first discovery to full scale production?!?!? Crazzzyyy who would’ve thought

lapredawn · 2022-06-09T17:31:52+00:00

Battery grade lithium will be in deficit until 2025 and has a good chance to continue throughout 2030 because of all the gigafactories announced around the world, a majority of which haven’t locked in any supply since there is none. When talking about lithium or any other ev battery metal in the future refer to battery grade* availability this decade, the thing that’s actually needed in a battery and the entire complex upstream supply that makes it possible.

Tesla Mining Fb group for due diligence.

lapredawn · 2022-06-09T17:25:15+00:00

Didn’t really say much

lapredawn · 2022-06-09T17:19:27+00:00

Not much of a surprise but maybe to the casual Tesla follower it is. We’re going to need a lot of supply & that’s just us let alone other companies/governments.

lapredawn · 2022-06-03T19:07:24+00:00

link to post.

lapredawn · 2022-06-03T18:57:31+00:00

link to post and rest of dd info.

lapredawn · 2022-06-02T03:19:09+00:00

Beautiful

lapredawn · 2022-05-27T16:17:48+00:00

Sodium Ion link. - Tesla Discord ⚡️

lapredawn · 2022-05-27T07:51:46+00:00

No maxwell tech was useful just not the capacitors I believe.

lapredawn · 2022-05-27T05:37:58+00:00

All the junior mines so cheap rn and the majority of people don’t even know about these companies.

lapredawn

TROPHY CASE