Saturday 28 October 2017

Lithium Race To Mass Market For Electric Cars: First In-Depth Look At Tesla Model 3 - The Best Affordable Electric Car.

Tesla Model 3 Club guys continue their brilliant work on promoting the first best affordable electric car: Tesla Model 3. Now you can appreciate the most important electric car in the 21st century in 4k with full details. We hear a lot about production problems at Tesla these days, but do not make any mistake - the history is already made. Tesla has brought the earthquake to the auto industry, now all automakers have to follow the lead and the real Tsunami of Electric Cars is coming.

Regarding the problems, expect more to come, but they will all be gone in time. Ramping production is never easy, but Tesla is ahead of everybody else in EV game. My real concern is that autonomous driving can become the bad spell on incredible magic made by Elon Musk. I wish him all the luck but really would like to see that he is taking his own success seriously.

Elon Musk is jump-starting the real mass market for electric cars now. Security of lithium supply will be so much more important than autonomous driving in the next few years. Tesla cannot just rely on Panasonic and Samsung to deliver the cells for Tesla batteries. Tesla supply chain for lithium goes all over the globe and back to China.

Autonomous driving is great and will be happening, but not before technology and, the most important, our society are both ready for it. Any problems here, which will be unavoidable, will be used against Tesla and can, potentially, hold it back. If China starts the real control of Lithium Supply Chain allocating resources first to its own EV and Lithium Battery makers, then Tesla and all automakers in the West will be facing the real problem. Mass production of electric cars will be happening in China. I do hope that this message is getting through now.

Chasing Tesla: Who Controls The Supply Chain For The Energy rEVolution - 20 Lithium Megafactories Are Coming.

Benchmark Mineral Intelligence has launched another blockbuster event covering the Lithium rEVolution - Cathodes 2017. Simon Moores and his team are the best in connecting the rapid growth of Electric Cars and Energy Storage industries with in-depth analysis of supply chains which are making this Energy rEVolution happening. Tesla has brought the earthquake to the auto industry, Elon Musk is "thinking hard about new Gigafactories number 3, 4, 5 and 6"; but there are already another 19 are in the making.

This month Simon has delivered his message to the US Senate - access to the critical commodities will define the new geopolitical power set for the 21st century. Billions of dollars in investments in the whole battery supply chain are needed urgently just to keep access to the raw materials. Private companies in the West like Tesla are competing with The New Energy Plan in China.

While the Old Empire was fighting wars protecting the Oil blood flowing in the world economy, state-level planning in China has been building the totally new landscape for the economic growth in the Post Carbon Economy. One by one all critical bottlenecks in the new supply chains were taken under control. The ICE Age is over and new players are taking over. This geopolitical tectonic shift after Tesla earthquake is happening very fast, the Tsunami of Electric Cars is coming and lithium is the magic metal at the very heart of this energy rEVolution.

Lithium Race And Energy rEVolution: Reds Are Going Green - Electric Cars Are A Hit With Chinese Consumers.

Wall Street Journal made a very good report on the electric cars rEVolution which is happening today in China. The video report is stressing that all this success is the result of the industrial policy by the government in China. We have The New Energy Plan for the transition to Post Carbon Economy in action in China on a state level. With announcements from GM and Ford embracing electric cars, we have some hope in the West now not to be left in the poisonous DIEsel and Gas ICE Cars dust as well. 

As you know, I have been preaching for years that security of lithium supply will be the most important factor determining the competitive advantage among different producers of critical raw materials for the Energy rEVolution. This Lithium Race will have the very far-reaching geopolitical implications. Now it looks like that Tesla is realizing that there is no secure supply of lithium for its massive expansion of operations from the underneath of Gigafactory floor in Nevada. Even if Panasonic is producing cathode for lithium cells which are made at Tesla Gigafactory in Nevada the supply chain is going all over the globe and back to China.

The real test to the market and supply chains for Energy rEVolution will come with the coming tide of Electric Cars and the following tsunami of Energy Storage. Bloomberg has recently reported that there will be more than 120 models of electric cars by 2020 and you should not be surprised as we have discussed here before that there are more than 70 models of electric cars on sale in China already. The next few years will determine who will have the keys to the new Energy rEVolution and control the supply chains. Hungry Dragons are flying high already and mostly in China, the question remains who and how will feed them without fear of being burnt in the process. 

Lithium Race: The Switch Is On - China Sets New Deadline For Electric Car Quota From 2019.

We have finally actual steps taken by China in its transition into the Post Carbon Economy and leaving literally The ICE Age in the poisonous dust behind. China is The Centre of The Lithium Universe and now they are ready to start geopolitical shift which will affect everything. BYD is talking about China going all electric from 2030, but today we have the first major step in that direction with an introduction of a quota for electric cars from 2019. In short two years time, all automakers in China with over 30,000 cars in annual sales will have to produce at least 10% electric cars. It can be translated in over 2.8 million new electric cars in China being sold in 2019! Last year China has seen the fastest growth pace in three years with total auto sales climbing to 28.03 million cars. From 2020 automakers will have to produce 12% of electric cars.

Now we have a better understanding why Ganfeng Lithium: JV partner of International Lithium - was going vertical last few months. This kind of news is travelling very fast in the state corridors of power in China. This geopolitical move will have very wide political and economic implications as we have discussed it here for a long time. China is very well positioned to take the lead now and the ICE Age Of Oil is officially over.

We are reaching the tipping point this year: convergence of technology, new players who bring competition and prices down; and anti-pollution movement by the most important countries for the automakers. DIEselGate was the last drop and auto lobby cannot just swipe it under the rug anymore, consumers are not buying "Clean DIEsel".

Needless to say that lithium supply chains are not even close to the coming Tsunami of electric cars after Tesla Model S Earthquake. Countries like China and India are very serious to clean up their skies from deadly pollution and now we have lithium technology to make it possible: electric cars will take the world over much faster than a lot of people think.

Electrification of China and India will drive the next phase of the worldwide growth in EV fleet. India has announced that all new cars on sale will be electric by 2030 and they are taking it seriously making the first tender for 10,000 EVs to be supplied for the government ministries and agencies now. Transfer of the best technology for Lithium Batteries and Electric Cars will be next. China is already The Centre of The Lithium Universe and exercises its state-level New Energy Plan step by step with the military discipline, starting with securing a Lithium Supply Chain.


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