Elon Musk and his Team at Tesla Battery Day did not disappoint at all! All that "disappointment" you can hear about in some articles is created by the fossil species PR machine and will be coming from those who are not ready for the Post Carbon World and rEVolution powered by Lithium. They all will be gone as other fossil species very soon.
This chart summarises very well the most important of the announced breakthrough technologies which have been developed by Tesla Team for Lithium Batteries and which Elon Musk decided to make public this time at Tesla Battery Day.
A lot of people are still chasing the game of shadows on their screens which Mr Market is playing with the intoxicated by greed and fear Robinhood crowd. Even "Pros" are still missing the real tectonic shift of this earthquake for the legacy autos, Big Oil, OEM supply chains and Lithium Battery & Chemicals industries. Elon Musk is pushing the trajectory for Lithium Battery costs down and starting the real tsunami of electrification which will overtake all our $12 Trillion Transportation and Energy industries.
It does not mean that Tesla stock will be over $500 again next week. It is more important now to follow who will be going down without any chance of coming back. Do not miss The World Just Before The Internet in the Hydrogen fog. Big Oil will be more than happy to put us all on another needle, but Elon Musk's "first level of physics approach" is making the real change possible.
Among very many far-reaching consequences of the presented Tesla Vertically Integrated Production approach will be next Tesla Electric Car with a $25,000 price tag. We can talk about EV & ICE Car Cost Parity: Electric Vehicle Powertrains That Cost Less Than Combustion Engines.
We are entering The End Of The ICE Age, Welcome The Post Carbon Economy - Fossil Fuel Species Annihilation Stage. The technology for Electric Cars is here, the best cars will be electric and cheaper to buy than ICE very soon. Now it is only a matter of time to scale it and achieve the truly massive volume production for The Switch.
The situation with Lithium and the secure supply chains for this Energy rEVolution will not be as smooth and easy as we all would like it to be. Lithium mining and conversion are very complex even if capital is available.
Some players are already "head above shoulders" in the "Opaque Lithium Kingdom" as Tesla is "head above shoulders" with its Vertically Integrated Technology for Electric Cars among legacy automakers.
The most important news is that we have enough Lithium for all our fleet to be electric and we are one more very important step closer to The Switch now. Our ability to cross "the digital divide" and finance the creation of the secure supply chains for the Tesla Energy rEVolution will determine the success of all this New Industrial rEVolution.
"TNR Gold is plugged into the Tesla Energy rEVolution with our NSR Royalty Holding on Mariana Lithium JV under the management of this giant from China. Ganfeng proposed USD $25 million budget for Mariana Lithium in 2020 and "The feasibility study on Mariana Lithium was completed in 2019, and environmental assessment and construction of the project are planned to be conducted," as it has stated in Ganfeng Lithium 2019 Annual Report.
Ganfeng Lithium has provided a further update on Mariana Lithium in 2020 Interim Report: "The feasibility study of Mariana Project in Argentina was successfully completed in 2019, and environment assessment, pilot scale test, and design of plant construction are being launched to the project."
TNR Gold Royalty Holding On Mariana Lithium Project Operated By Ganfeng: "China’s Ganfeng To Be Largest Lithium Hydroxide Producer".
Ganfeng Lithium continues to build the Vertically Integrated Lithium Business Empire and increasing its lithium production capacity by this lease deal with Jinaxi Special Electric Motor. Apparently, Ganfeng can make things work even in the very tough markets where others seem to be just losing money and making strategic mistakes by taking on unbearable debt and overpaying at the top of the market for the "Get Big Fast" strategy with M&A deals.
Ganfeng becomes the largest Lithium Hydroxide producer in the world surpassing Albemarle after this deal. Needless to say, that Company is looking forward and getting ready for the exponential stage of growth for the sales of Electric Cars. Ganfeng has deals to supply Lithium to Tesla, Volkswagen and BMW among others.
We are entering the Post Carbon Economy. Even BP is warning its shareholders these days in its famous Energy Report: "Oil demand already peaked." Exxon is out of the DOW already and Tesla was roasting shorts alive with its parabolic surge defying all the laws of gravity before its long due correction the last couple of weeks.
Only those who are ready and can cross the desert will be abler to enjoy the full power of this Energy rEVolution. High Voltage can be very unforgiving. The strongest are getting stronger and the weak ones are being wiped out from the Lithium Universe by the ruthless Mr Market these days. We are talking here about the new geopolitical balance in the world which will affect all trading and commercial relationships. The Global Village is over. New secure supply lines must be built for this Energy rEVolution which is electrifying $12 Trillion industries of Energy and Transportation.
From the very early days, Ganfeng was paying very careful attention and building step by step its diversified Lithium raw material base. Earlier in September Company has announced the completion of its new JV deal with Lithium Americas in Argentina and now Ganfeng controls Kauchari-Olaroz Lithium project. This company knows how to operate in Argentina and used the opportunity to consolidate control of one of the largest Lithium brine projects in the world.
TNR Gold is plugged into the Tesla Energy rEVolution with our NSR Royalty Holding on Mariana Lithium JV under the management of this giant from China. Ganfeng proposed USD $25 million budget for Mariana Lithium in 2020 and "The feasibility study on Mariana Lithium was completed in 2019, and environmental assessment and construction of the project are planned to be conducted," as it has stated in Ganfeng Lithium 2019 Annual Report.
Ganfeng Lithium has provided a further update on Mariana Lithium in 2020 Interim Report: "The feasibility study of Mariana Project in Argentina was successfully completed in 2019, and environment assessment, pilot scale test, and design of plant construction are being launched to the project."
Tesla's battery Day on September 22 will bring batteries and lithium to the front pages in the world again. Do not miss this generational opportunity in the hydrogen fog - we have The World Just Before The Internet all over again. Below you can find more information about TNR Gold for your own research.
TNR Gold Royalty Holding On Mariana Lithium Project Operated By Ganfeng: Lithium Resource Increased By More Than 250%, "USD $25 Million Budget Is Proposed For 2020".
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