Lithium Race: South Korea’s Battery Technology Expected To Be Used By Apple For Its Electric Car.

  

  Are they making it or are they not? Rumours are running wild about Apple and its electric car and now I have another one this time from South Korea. 

  "We have another rumour swirling around Apple Electric Car. It is coming to change our world overnight - it is impossible to keep the lid on this kind of groundbreaking development for Apple forever. Tesla Model 3 now has more than 400,000 reservations in just two weeks and it was a total shock to the auto industry. Hot money is chasing the supply for EVs as now it is apparent that the future will be electric. Lithium is the magic metal at the very heart of rEVolution."

Lithium Race: Bottled Electricity - Does Apple Lease Former Pepsi Bottling Plant For Electric iCar? 

  "As you already know, that the Next Big Thing is based on the Miracle of Bottled Electricity. Lithium Technology allows us to store electricity: the most efficient form of energy known to us - in the very efficient way. Tesla Motors has demonstrated what it means in practice: acceleration of Porsche 911 and smooth silent drive for 300 miles on a single charge. Now cheaper lithium batteries change everything. In order to become the first $1 Trillion Market Cap company, Apple has to play Electric iCar right. People will pay a premium for Apple, but I was always advocating a strategic alliance with Tesla. Tesla has all technology in place, Apple has capital, huge brand and Foxconn cheap manufacturing base. Two last pieces to the puzzle: Foxconn is building its own electric cars plant in China for $800 million and Lithium Batteries Megafactory. Mysterious Foxconn electric car for $15k can be another groundbreaking development. In the end, the Tesla Model 3 can provide the best powertrain and almost all iPhones and iPads are made in China by Foxconn. Lithium is at the very heart of this Energy rEVolution. Stay tuned for our new mix tracks for the International Lithium launch party. Read more."

Lithium BOOM: Concept Video "More Than A Car - Apple Electric Car."

  Apple is solidly on track to deliver Electric Car and it will ignite the mass market for electric cars overnight. Lithium technology is here and cheaper lithium batteries change everything. We are entering the mass market for electric cars this year with GM Bolt and Tesla Model 3 coming out and China becoming the largest electric cars market as well with BYD backed by Warren Buffett leading EV sales over there. "Lithium Upheaval" in China is now spreading like a virus to all markets. International Lithium is building the vertically integrated lithium business with Ganfeng.

"We have another catalyst for our Lithium Universe. Elon Musk confirms the obvious to our industry, but magnified by BBC and his star power this message will reach far and beyond our very small community: now mainstream investors will be rushing to find how to play the Next Big Thing - mass market in Electric Cars. Next will be the official announcement from Apple about its Electric iCar - you just cannot hide it any more, Tim Cook, bring it on! Read more."

Lithium BOOM: Tesla Chief Elon Musk Says Apple Is Making An Electric Car.

  "We have another catalyst for our Lithium Universe. Elon Musk confirms the obvious to our industry, but magnified by BBC and his star power this message will reach far and beyond our very small community: now mainstream investors will be rushing to find how to play the Next Big Thing - mass market in Electric Cars. Next will be the official announcement from Apple about its Electric iCar - you just cannot hide it anymore, Tim Cook, bring it on! Read more."

Future Of Building Lithium Supply Chains For Robots: ILC and Ganfeng J/Vs And The Largest Auto Market In The World In China.

  "As we are discussing here, Lithium Technology will power us for the next 50 years and after that Robots. If you look into the real advance in the Silicon Valley these days it is not about just Cars being fully Electric and autonomous very soon.Silicon Valley giants like Apple, Google, Tesla, Amazon, Facebook, Twitter and Uber among others are going for the real change not only in the $10 Trillion market related to the automotive sector, but they are igniting the tectonic shift in our civilisation. Robots are coming. Read more."

Lithium Race To A $1 Trillion Dollar Market Cap: Electric iCar - Apple Registers Apple.car And Apple.auto.

  

  Oscar Raymond from Macworld reports the latest confirmation that Apple is taking Electric iCar seriously and, as we have discussed before, we can hope that it is coming very soon to bring to Apple the status of the First Trillion Dollar Market Cap Company and to all of us mass market for electric Cars! They just have to play it right, everything else is ready for this jump - Lithium Technology is here.

ETNews:

South Korea’s Battery Technology Expected to Be Used by Apple for Its Electric Vehicle

"It is predicted that South Korea’s small and medium company’s battery technology will be used by Apple for its self-driving electric vehicle that is being developed as a top secret. Because it is a technology that was never seen before, industries are interested whether or not a South Korean company will play a role of a secret weapon for Apple’s future innovative vehicle technology.

According to a battery industry on the 8th, Apple recently signed off on a NDA (Non-Disclosure Agreement) with a South Korean battery developer to co-develop batteries for ‘Protect Titan (tentative name)’. They have been carrying out administrative work in South Korea and the U.S. starting from early this year as an employee from Apple’s department that is related to development of batteries for electric vehicles has been visiting this South Korean company.

Industries think that this Korean company won’t be the sole company that will be in charge of Apple’s batteries. However it is heard that Apple has been approaching innovativeness even though they started off with totally different concepts from design, function, and performance perspective from the start. Industries believe that Apple is focusing on securing creative battery technology that will only exist in Apple’s self-driving vehicles.

This Korean battery developer, which is comprised of 20 or so employees who are expert technologists in batteries, holds international patented technologies for hollow batteries. These batteries are cylindrical lithium-ion secondary batteries that have thickness of 2 fingers and they are different from other batteries that their centers are hollow.

Because batteries create most heat from the center due to chemical reactions, this company has created batteries where air flow and cooling are smooth in the center of batteries and this can minimize installation of separate cooling device or a device that prevents over-heating. They are also advantageous in high output. By utilizing this space, it is easy to design parallel connection, which is to expand battery capacity, in these batteries.

Apple did not choose standardized circular or rectangular batteries that are widely used for current electric vehicles, but it is planning to develop its own independent batteries for electric vehicles based on this Korean company’s hollow battery technology.

“Because we made a NDA with Apple, we cannot discuss any information regarding this project.” said a high-ranking official from this Korean company.

Apple’s Project Titan was heard by industries in early 2015. Apple newly appointed Bob Mansfield, who had led developments of Macbook Air, iMac, and iPad, as the man who will oversee this project and it is heard that Apple is carrying out its project with other professional employees that it hired from Tesla, Ford, and BMW as well as Chris Porritt who used to be the Tesla’s Vice-President and in charge of vehicle engineering.

Staff Reporter Park, Taejun | gaius@etnews.com"

Big Ideas For BREXIT: How Do Solar Panels Work Even In England?

   

  I would like to share this primer on Solar Power Generation with our best minds in the UK busy now to find the way for Britain to become The Great again. Hard work, the first level of physics and some guidance from Elon Musk will do the trick now.  Cheap lithium batteries change everything and now EVs are moving into the mass market with GM Bolt and Tesla Model 3. Solar power is here to charge them and lithium battery storage technology makes it 24/7. 

  It is called The New Energy in China and is a part of the 5-year plans which are exercised with military discipline for the last few decades. Electric Cars, Solar and Wind power with lithium battery domination are all parts of the building of this strategic industry in China to rule in the 21st century. Why the UK can't bring its act together and learn fast from the best practices and avoid costly mistakes?  

  BOE will print money anyway, just give it to the people who will create jobs and the future for the UK, not to the bankers who have already lost it and will waste it "repairing" their balance sheets.

Big Ideas For BREXIT: The Truth About Solar - How Fast The Energy rEVolution Is Happening?

  Cold Fusion TV has produced a great primer on the Solar Power and latest developments in the sector. With Solar Power, we will be able to close the energy cycle Elon Musk is talking about "as the most energy efficient on the first level of physics." We will have the clean renewable source of Energy to charge our electric cars. Cheaper lithium batteries change everything and now we can have our Solar Power 24/7: Watch the video."

"Mark my words Solar will be the single largest producer of Energy in the UK long term." Elon Musk.

Elon Musk Moves To Tesla Solar Cities: The Goal - Exit The Fossil Fuels Era As Soon As Possible.

  

  "There are very heated debates on the CNBC, Bloomberg and in social media about Elon Musk's bold move to buy out SolarCity by Tesla. Number crunchers will point out to the SolarCity problems, family connections, conflicts of interests and "how many people would be better by buying Tesla Electric Car than Tesla's stock during the recent underwriting". Smarter short sellers can point out to the  "disarray of the solar industry in general" after the collapse of the Sun Edison.  Everything will work now - just to cover the Big Short. They all have a very little time left ... Elon Musk will spell it all out one more time at the Tesla Gigafactory "opening" in July. Watch the videos."

  Elon Musk has actually talked about it numerous times and this video  from the last December in France represents the short answer. It is not about money, at least not in Wall Street sense: how much have we cut from our clients in the last Q? It is all about the vision and goal. Elon Musk sends the last warning to $12 Trillion Transportation and Energy Industries: join disruption or be disrupted. He is already ahead the curve explained so brilliantly by Tony Seba. He is changing the world. "The Goal - Exit The Fossil Fuels Era As Soon As Possible." 

  At his new level, money is of interest to Elon Musk only as a metrics to stay solvent and have enough fuel to propel his vision. In his lengthy letter to all stakeholders of Space X he has said it all - if he could choose he would stay private as long as he can with Tesla as well. And he should not really complain - Tesla has its recent financing for "Model 3 expansion" on the fly. 

  Elon Musk's real value is his ability to move very fast using the advanced technology is giving him to fill the market's void. 400,000 reservations of Tesla Model 3 in a month have demonstrated that people are ready to buy the best electric cars at the right price. They are ready for the Solar power at the right price as well.

  Technology is driving us very fast to those right prices. The map from Solar City above is showing the space we need to power all USA with existing Solar Power generation technology today. Fast falling prices for lithium batteries make Electric Cars and Solar power possible.  UBS has recent finally killed Hydrogen Myth and Fool Cells for transportation in its report - pure battery electric cars will be the  future. Boston Consulting Group at the same Benchmark Battery Supply Conference in London was talking about Solar in Germany. For 40% households, it makes more sense to buy Solar and Energy Storage together already! The return on the capital is higher. Elon Musk is using the market opportunity to pick up Solar City at the distressed level of valuation and bring it into the Tesla family creating the 21st Century Energy Business. We are talking here about Energy Generation and Storage business disrupting $12 trillion industries. Some of this storage will be on wheels, some at your house, some at utility scale - Elon Musk goes to the 1st level of physics: electricity is the most efficient form of energy known to us. Now we can produce Solar power cheaper and we can store it and use when we can.

  $5.3 Trillion dollars subsidies for fossil fuels worldwide according to the IMF is the void to be filled once you become competitive on price. Electric Cars with Tesla Model 3 and Gigafactory are moving there and Solar is getting there as well. So if Elon Musk will take 20% of this subsidised sector can we talk about Tesla as $1 Trillion market cap company one day? I do not know, but it looks that Elon Musk can get there much faster than Apple now. My cry to Apple was for years to Buy Tesla and now to partner up with Elon Musk and start building dozens of Gigafactories all over the world to bring us Holy Grail for the mass market for electric cars $100 per kWh of lithium battery in your new EV. Then my 20/200 formula will finish Fossil Fuels: when $20k buys you EV with better performance than BMW 2 type car with 200 miles range. Holy Grail means that battery will cost only $5k in that car. The rest Foxconn knows how to do with Tesla. Will it ever happen? The question is only when now.

  Please do not get me wrong and read my disclaimer - I am not talking about any shares, business valuations and other small things along this road. We are talking here about the World just before the INTERNET. This is Energy rEVolution. Lithium Technology and the magic metal Lithium are at the very heart of it. Why Lithium and why I am personally investing in "Sugar" for all that "Warren Buffett's' Coca-Cola" business above are on the links below.

International Lithium At Wentworth 2016 Presentation.

Lithium Race In Ludicrous Mode: The Rapid Growth Of Electric Cars Worldwide, In 4 Charts.

Vox.

  "Welcome to the fast lane for electric cars everybody. Now even this very impressive chart above has changed dramatically. In our conversations cost of lithium batteries is one of the major tipping points for all cars to become electric in the very near future. The mass media and a broader public are still totally missing the point of the recent, maybe, the most important announcement by Elon Musk. Tesla can already make lithium batteries for Model S and X with an all-in cost of $190 per kWh. Now we should move our discussion from "If" To "When" all cars will be electric. As you can imagine, this groundbreaking shift will affect all forecasts for lithium demand as well.  We will have not 10%, 20% or 40% of EVs - ALL cars will be electric.

  As Tony Seba has pointed out: once the cost of rooftop Solar energy generation becomes cheaper than the cost of energy transmission local Solar will make all centralised nuclear, gas and other Energy sources obsolete in general. We have the Energy World just before the INTERNET. We are moving from Data Storage to Energy Storage. The same is happening with electric cars: once you can have an electric car with better performance than ICE, which is cheaper as well, whole industries will be gone. We are witnessing the generational disruption of the world as we know it by lithium technology making cheap and efficient Energy storage reality. Read more."

Cheap Lithium Batteries Change Everything: EVs Sales Rising Exponentially And Solar Energy Storage Next.

InsideEVs.

  "InsideEVs brings to our attention the major driving force behind the exponential growth of sales for EVs from the very low base.  Cheap lithium batteries change everything. Tony Seba is the best to explain why all cars will be electric by 2030.Elon Musk with Tesla Motors is doing this trick and now Tesla Model 3 will ignite the real transition to the best cars which just happen to be electric. 

  Oil and Auto industry are poisoned by their own toxic cancer hazard emissions from diesel and gas powered ICE engines and still in denial at their own peril about the dramatic shift in technology  announced by Elon Musk last month. Now even truly rEVolutionary estimations for the cost of lithium batteries by Tony Seba are not relevant anymore. 

  Elon Musk has announced that Tesla can already produce lithium battery with an all-in cost of $190 per kWh. Mass production of batteries at Gigafactory will bring cost even lower, next stage will be Lithium Solid State with prices at $100 per kWh and Tesla Model S and X with over 500 miles range. I believe that Elon Musk is already working on LSS at Gigafactory. Dyson has joined the lithium race as well and bought out Lithium Solid State pioneer Sakti3 with the promise to invest $1 Billion in order to commercialise this technology. Lithium Air is still years away from the field applications, but this lithium technology promises to bring us batteries with cost below $100 per kWh and electric cars with 1,000 miles range. Solar Energy Home and Utility Storage Systems will benefit next from this dramatic decrease in technology cost and will become an even larger market for lithium based batteries. We are talking here about the disruption of $4 Trillion Transportation and $8 Trillion Energy Industries. Lithium is the magic metal at the very heart of this Energy rEVolution.

  International Lithium continues to build a vertically integrated lithium business with $4.5 Billion MC giant from China Ganfeng Lithium and now we have 3 Lithium projects in our Upper Canada Pool to secure lithium supply for the West and North American market. Read more."

International Lithium: New Discoveries With Ganfeng Lithium In Ireland and Argentina.

Lithium Race: Fully Charged - BYD e6 Electric Taxi From Warren Buffett Built In China For London.

  

   BYD became the number one manufacturer of electric cars in the world this year taking over Nissan and Tesla. It is time check out what actually they are making to electrify our future and why this company is so important for the Energy rEVolution. BYD is the conglomerate from China with Warren Buffett holding a stake in it. BYD is the biggest manufacturer in the world of electric buses, they are building its own lithium batteries Megafactories in China and Brazil, its electric cars are the top-selling electric cars in China. This year BYD has launched its utility energy storage in the U.S. and now is investing in lithium mining in China to secure the supply of this strategic commodity for the Energy rEVolution. Today we have the opportunity to know more about this company and its new electric taxi for London with Fully Charged.

Lithium Race: World’s Top 10 Selling Plug-In Electric Cars And Top 10 Manufacturers – May 2016.

InsideEVs.

  "InsideEVs provides the latest data on electric cars sales. Tesla Model S is closing on Nissan Leaf with its 16,824 sales this year from January to May vs Leaf's 22,982. As no surprise to us, BYD is the world's top EV manufacturer with 33,209 electric cars produced vs Nissan's 24,246, with Tesla claiming the 3rd place with 21,677 EVs made. Elon Musk is aiming for 80k - 90k Teslas to be produced this year. Now let's put it into perspective with his announcement of 500,000 Teslas to be produced in 2018 and 1 million EVs by 2020! But the real story is happening in Asia right now, China has become the largest market for electric cars last year already and you can see the new names coming into the EV Top Ten Manufactures like BAIC with 10,464 in sales.  There are now 28 companies producing 51 models of electric cars in China already!  Read more."

"Ganfeng exports and produces over 20 unique lithium products.In addition, it has developed an innovative patented technology that significantly shortens the standard production process. To support their expanding global operations, Ganfeng has taken steps to secure its future supply by investing heavily in a Canadian company called International Lithium Corp (TSX.V: ILC)." Peter Cole.

Warren Buffett And Energy rEVolution: BYD Launches Two New All-electric Vehicles To Expand Its Lineup.

ElecTreck.

  Despite his very conservative approach and very controversial policies of some companies he is investing in - like utilities in Nevada, Warren Buffett is plugged in solidly into Energy rEVolution. He is the largest investor in Solar in the U.S. and owns 10% of BYD. BYD is the leader in electric cars production and sales in China and the worldwide leader in electric buses. With Tesla Model 3 orders surging above 300,000 we have the clear indication that customers are ready for the great electric cars now. But are automakers ready to make them? Tesla's waiting list now will stretch easily into the next two years, who will fill up the void? In the U.S. GM Bolt will take the lead, but BYD is the real coming global force now. They have their own Lithium Batteries Megafactories in the making in China and Brasil now, building electric buss and lithium batteries facilities in Argentina and have just made the headlines about the security of Lithium Supply. They can buy a lot of time to the market if BYD can ever make a strategic alliance with Tesla and buy Tesla Model 3 powertrains - then we can talk about millions of EVs in China very fast.

Elon Musk's Tesla Model 3 Reservations Hit 276,000 - Warren Buffett's BYD Wakes Up To Security Of Lithium Supply.

  You will see more headlines now which could be attributed to the "sudden revelation" even for industry insiders that lithium price breaking $20,000 per LCE Tonne in China is not something that will come and go as a nightmare. It means that there is a shortage of lithium already even before Tesla Gigafactory and Megafactories from BYD, LG Chem, Foxconn, Boston Power, Samsung and A123 are coming on-line. Tesla Model 3 has reached now 276,000 orders in less than 4 days and shows an appetite for the good electric cars. We are at the tipping point for the electric cars to go mainstream. 

  SQM is moving to Argentina breaking its own myth about "One Thousand Years Of Lithium Supply". Everybody who is waiting for Lithium to be delivered from clay ... can continue to wait including Tesla. Industry insiders like Jow Lowry were talking about it for months and SQM with Lithium Americas dropping Western Lithium name with its own clay ambitions can be the best confirmation now. In our small Lithium Universe in China, these days Ganfeng Lithium supplies BYD, LG Chem and Panasonic, which supplies Tesla with lithium cells. International Lithium is developing two J/V with its strategic partner - Ganfeng Lithium in Argentina and Ireland, building the vertically integrated business. Now with new strategic partners, International Lithium moves to build the secure supply chain for lithium in North America. Read more."

Lithium Race: BYD Plug-In Electric Cars Sales In China More Than Doubled In January.

  "InsideEVs reports on continued trend with exponentially growing sales of electric cars in China. Warren Buffett-backed BYD is leading the race towards post-carbon economy in China and Energy rEVolution is spreading very fast all across the globe. Solar installations are mushrooming in a lot of countries with smart grids picking up the trend from mobile phones leapfrogging fixed telephone lines. Cheaper lithium batteries are changing everything and Lithium is the magic metal at the very heart of this Next Industrial rEVolution. China is the centre of Lithium Universe in materials already, moves fast to become lithium batteries largest market and will become the largest Electric Cars market in the world this year. Read more."

Big Ideas For BREXIT: The Truth About Solar - How Fast The Energy rEVolution Is Happening?

  Cold Fusion TV has produced a great primer on the Solar Power and latest developments in the sector. With Solar Power, we will be able to close the energy cycle Elon Musk is talking about "as the most energy efficient on the first level of physics." We will have the clean renewable source of Energy to charge our electric cars. Cheaper lithium batteries change everything and now we can have our Solar Power 24/7:

"Mark my words Solar will be the single largest producer of Energy in the UK long term." Elon Musk.

Elon Musk Moves To Tesla Solar Cities: The Goal - Exit The Fossil Fuels Era As Soon As Possible.

  

  "There are very heated debates on the CNBC, Bloomberg and in social media about Elon Musk's bold move to buy out SolarCity by Tesla. Number crunchers will point out to the SolarCity problems, family connections, conflicts of interests and "how many people would be better by buying Tesla Electric Car than Tesla's stock during the recent underwriting". Smarter short sellers can point out to the  "disarray of the solar industry in general" after the collapse of the Sun Edison.  Everything will work now - just to cover the Big Short. They all have a very little time left ... Elon Musk will spell it all out one more time at the Tesla Gigafactory "opening" in July. Watch videos."

  Elon Musk has actually talked about it numerous times and this video  from the last December in France represents the short answer. It is not about money, at least not in Wall Street sense: how much have we cut from our clients the last Q? It is all about the vision and goal. Elon Musk sends the last warning to $12 Trillion Transportation and Energy Industries: join disruption or be disrupted. He is already ahead the curve explained so brilliantly by Tony Seba. He is changing the world. "The Goal - Exit The Fossil Fuels Era As Soon As Possible." 

  At his new level, money is of interest to Elon Musk only as a metrics to stay solvent and have enough fuel to propel his vision. In his lengthy letter to all stakeholders of Space X he has said it all - if he could choose he would stay private as long as he can with Tesla as well. And he should not really complain - Tesla has its recent financing for "Model 3 expansion" on the fly. 

  Elon Musk's real value is his ability to move very fast using the advanced technology is giving him to fill the market's void. 400,000 reservations of Tesla Model 3 in a month have demonstrated that people are ready to buy the best electric cars at the right price. They are ready for the Solar power at the right price as well.

  Technology is driving us very fast to those right prices. The map from Solar City above is showing the space we need to power all USA with existing Solar Power generation technology today. Fast falling prices for lithium batteries make Electric Cars and Solar power possible.  UBS has recent finally killed Hydrogen Myth and Fool Cells for transportation in its report - pure battery electric cars will be the  future. Boston Consulting Group at the same Benchmark Battery Supply Conference in London was talking about Solar in Germany. For 40% households, it makes more sense to buy Solar and Energy Storage together already! The return on the capital is higher. Elon Musk is using the market opportunity to pick up Solar City at the distressed level of valuation and bring it into the Tesla family creating the 21st Century Energy Business. We are talking here about Energy Generation and Storage business disrupting $12 trillion industries. Some of this storage will be on wheels, some at your house, some at utility scale - Elon Musk goes to the 1st level of physics: electricity is the most efficient form of energy known to us. Now we can produce Solar power cheaper and we can store it and use when we can.

  $5.3 Trillion dollars subsidies for fossil fuels worldwide according to the IMF is the void to be filled once you become competitive on price. Electric Cars with Tesla Model 3 and Gigafactory are moving there and Solar is getting there as well. So if Elon Musk will take 20% of this subsidised sector can we talk about Tesla as $1 Trillion market cap company one day? I do not know, but it looks that Elon Musk can get there much faster than Apple now. My cry to Apple was for years to Buy Tesla and now to partner up with Elon Musk and start building dozens of Gigafactories all over the world to bring us Holy Grail for the mass market for electric cars $100 per kWh of lithium battery in your new EV. Then my 20/200 formula will finish Fossil Fuels: when $20k buys you EV with better performance than BMW 2 type car with 200 miles range. Holy Grail means that battery will cost only $5k in that car. The rest Foxconn knows how to do with Tesla. Will it ever happen? The question is only when now.

  Please do not get me wrong and read my disclaimer - I am not talking about any shares, business valuations and other small things along this road. We are talking here about the World just before the INTERNET. This is Energy rEVolution. Lithium Technology and the magic metal Lithium are at the very heart of it. Why Lithium and why I am personally investing in "Sugar" for all that "Warren Buffett's' Coca-Cola" business above are on the links below.

Tesla's Solar City acquisition conference call with Elon Musk.

International Lithium At Wentworth 2016 Presentation.

Lithium Race In Ludicrous Mode: The Rapid Growth Of Electric Cars Worldwide, In 4 Charts.

Vox.

  "Welcome to the fast lane for electric cars everybody. Now even this very impressive chart above has changed dramatically. In our conversations cost of lithium batteries is one of the major tipping points for all cars to become electric in the very near future. The mass media and a broader public are still totally missing the point of the recent, maybe, the most important announcement by Elon Musk. Tesla can already make lithium batteries for Model S and X with the all-in cost of $190 per kWh. Now we should move our discussion from "If" To "When" all cars will be electric. As you can imagine, this groundbreaking shift will affect all forecasts for lithium demand as well.  We will have not 10%, 20% or 40% of EVs - ALL cars will be electric.

  As Tony Seba has pointed out: once the cost of rooftop Solar energy generation becomes cheaper than the cost of energy transmission local Solar will make all centralised nuclear, gas and other Energy sources obsolete in general. We have the Energy World just before the INTERNET. We are moving from Data Storage to Energy Storage. The same is happening with electric cars: once you can have an electric car with better performance than ICE, which is cheaper as well, whole industries will be gone. We are witnessing the generational disruption of the world as we know it by lithium technology making cheap and efficient Energy storage reality. Read more."

Cheap Lithium Batteries Change Everything: EVs Sales Rising Exponentially And Solar Energy Storage Next.

InsideEVs.

  "InsideEVs brings to our attention the major driving force behind the exponential growth of sales for EVs from the very low base.  Cheap lithium batteries change everything. Tony Seba is the best to explain why all cars will be electric by 2030.Elon Musk with Tesla Motors is doing this trick and now Tesla Model 3 will ignite the real transition to the best cars which just happen to be electric. 

  Oil and Auto industry are poisoned by their own toxic cancer hazard emissions from diesel and gas powered ICE engines and still in denial at their own peril about the dramatic shift in technology  announced by Elon Musk last month. Now even truly rEVolutionary estimations for the cost of lithium batteries by Tony Seba are not relevant anymore. 

  Elon Musk has announced that Tesla can already produce lithium battery with an all-in cost of $190 per kWh. Mass production of batteries at Gigafactory will bring cost even lower, next stage will be Lithium Solid State with prices at $100 per kWh and Tesla Model S and X with over 500 miles range. I believe that Elon Musk is already working on LSS at Gigafactory. Dyson has joined the lithium race as well and bought out Lithium Solid State pioneer Sakti3 with a promise to invest $1 Billion in order to commercialise this technology. Lithium Air is still years away from the field applications, but this lithium technology promises to bring us batteries with cost below $100 per kWh and electric cars with 1,000 miles range. Solar Energy Home and Utility Storage Systems will benefit next from this dramatic decrease in technology cost and will become the even larger market for lithium based batteries. We are talking here about the disruption of $4 Trillion Transportation and $8 Trillion Energy Industries. Lithium is the magic metal at the very heart of this Energy rEVolution.

  International Lithium continues to build the vertically integrated lithium business with $4.5 Billion MC giant from China Ganfeng Lithium and now we have 3 Lithium projects in our Upper Canada Pool to secure lithium supply for the West and North American market. Read more."

International Lithium: New Discoveries With Ganfeng Lithium In Ireland and Argentina.