Wednesday 30 September 2015

Lithium Technology: Tesla Model X - First Drive Of The Electric SUV.




This is the first take on Tesla Model X from CNET.

There are great pictures of Tesla Model X on  The Verge:

Tesla’s Model X is finally here, and I got to drive it







Joe Lowry: The Tesla Lithium Supply Question.






  After all my excitement about Tesla Model X launch, time is to Play Imany's Slowdownand to check Joe Lowry's latest insights from behind the scenes of the most dramatic ongoing technology disruption in the 21st century. Elon Musk is taking on 4 Trillion auto-industry and Energy with Utilities are next. He smiles a lot, but he will not take any prisoners. Apple is rushing into the 1 Trillion market cap dream with its very own Electric iCar now as well. Where are the Lithium Bottlenecks and who is holding the keys to the future of Transportation, Mobile Communication and Energy Storage?


Watch Launch Event Video: Powered By Lithium: Tesla Model X - The Safest SUV Ever, Bioweapon Defense Mode Included.







   There will be a heavy silence this morning in a lot of Oil and Auto Boardrooms, which will be followed by the very heavy drinking. The Time Has Come. Dump The Pump And Go Electric. Elon Musk presents the ultimate fighting machine against "Clean Diesel and Dirty Oil.
  Tesla Model X is "the safest SUV ever", according to Elon Musk. It equipped with emergency breaking and side collision avoidance systems, which are active all the time! Air filtration system is comparable to "the operating room in a hospital". Bioweapon defense mode … is included. You have just to see it. The best example of Lithium Technology is here - electric cars are just better.
  People will start to talk about the price. Yes, it is very expensive, but when you compare it to the high end luxury cars Elon Musk's Tesla Model X beats them on all accounts: safety, performance and it is clean. This is the future. After the air pollution charts about the life expectancy reduction in major world cities demonstrated by Elon Musk, wealthy buyers will be piling up to buy Tesla Model X. What is left for the rest of us? Volkswagen, other ICE cars with "Clean Diesel" and "Not So Dirty Petrol" scam jokes? Thank you, but No, Thank you.
  This wait will be over very soon. Cheap lithium batteries will change everything, Tesla Gigafactory will drive us to the Holy Grail for EVs with dramatically reduced cost of lithium batteries to $100 per kWh. It means that Tesla Model X battery with 90 kWh will cost less than $10k! This is where the 600 miles range for Tesla in two years time will come from, Elon Musk is talking about.
  My personal EV magic formula is 20/200, when $20k buys you Electric BMW 2 sedan class with 200 miles range! We will get there. Average price paid for the new car in U.S last year was $23k. With $20k price, better performance and without air pollution mass murder participation Electric Cars will take over the world by the storm.
  For now just stop buying air polluting rubbish and finance 100 years old ICE technology. I would like to introduce the very simple ultimate emissions test. Let's put every Auto CEO with their cars with engines running for a night into the closed garage. I will go first, Elon Musk, please, give me Tesla!
  Spread the word, please, donate your RT and buy your own electric car once you can. There is no other excuse for Range Rover crowd any more, just the availability of Tesla Model X.  Electric Cars have reached The No Return Point and Elon Musk will start the mass market for electric cars with Tesla Model 3 to be unveiled at Geneva Auto Show next March with 35k price tag and 200 miles range. Read more."




Joe Lowry: The Tesla Lithium Supply Question.




  After all my excitement about Tesla Model X launch, time is to Play Imany's Slowdown and to check Joe Lowry's latest insights from behind the scenes of the most dramatic ongoing technology disruption in the 21st century. Elon Musk is taking on 4 Trillion auto-industry and Energy with Utilities are next. He smiles a lot, but he will not take any prisoners. Apple is rushing into the 1 Trillion market cap dream with its very own Electric iCar now as well. Where are the Lithium Bottlenecks and who is holding the keys to the future of Transportation, Mobile Communication and Energy Storage?


Watch Launch Event Video: Powered By Lithium: Tesla Model X - The Safest SUV Ever, Bioweapon Defense Mode Included.







   There will be a heavy silence this morning in a lot of Oil and Auto Boardrooms, which will be followed by the very heavy drinking. The Time Has Come. Dump The Pump And Go Electric. Elon Musk presents the ultimate fighting machine against "Clean Diesel and Dirty Oil.
  Tesla Model X is "the safest SUV ever", according to Elon Musk. It equipped with emergency breaking and side collision avoidance systems, which are active all the time! Air filtration system is comparable to "the operating room in a hospital". Bioweapon defense mode … is included. You have just to see it. The best example of Lithium Technology is here - electric cars are just better.
  People will start to talk about the price. Yes, it is very expensive, but when you compare it to the high end luxury cars Elon Musk's Tesla Model X beats them on all accounts: safety, performance and it is clean. This is the future. After the air pollution charts about the life expectancy reduction in major world cities demonstrated by Elon Musk, wealthy buyers will be piling up to buy Tesla Model X. What is left for the rest of us? Volkswagen, other ICE cars with "Clean Diesel" and "Not So Dirty Petrol" scam jokes? Thank you, but No, Thank you.
  This wait will be over very soon. Cheap lithium batteries will change everything, Tesla Gigafactory will drive us to the Holy Grail for EVs with dramatically reduced cost of lithium batteries to $100 per kWh. It means that Tesla Model X battery with 90 kWh will cost less than $10k! This is where the 600 miles range for Tesla in two years time will come from, Elon Musk is talking about.
  My personal EV magic formula is 20/200, when $20k buys you Electric BMW 2 sedan class with 200 miles range! We will get there. Average price paid for the new car in U.S last year was $23k. With $20k price, better performance and without air pollution mass murder participation Electric Cars will take over the world by the storm.
  For now just stop buying air polluting rubbish and finance 100 years old ICE technology. I would like to introduce the very simple ultimate emissions test. Let's put every Auto CEO with their cars with engines running for a night into the closed garage. I will go first, Elon Musk, please, give me Tesla!
  Spread the word, please, donate your RT and buy your own electric car once you can. There is no other excuse for Range Rover crowd any more, just the availability of Tesla Model X.  Electric Cars have reached The No Return Point and Elon Musk will start the mass market for electric cars with Tesla Model 3 to be unveiled at Geneva Auto Show next March with 35k price tag and 200 miles range.



Joe Lowry: Why Tesla Does Not Have A Supply Agreement With A Lithium Producer.






  Joe Lowry continues his education about the reality in the very tight Lithium Market. Billions of dollars in investments needed now to secure supply of Lithium Hydroxide. Who holds the keys to the supply chain for the lithium battery with chemistry of choice by Tesla Motors? China is rising very fast in the Lithium Technology space. New players from China already control 75% of the Lithium Hydroxide market. You can find details on the links below.


Tesla And "Virtual Lithium Producers" - Joe Lowry: The Lithium "Paper Chase".




  

  Joe Lowry is the source to go for the real analysis of what is going on in his "Opaque Lithium Kingdom". He spent more than 20 years at the very heart of very secluded Lithium Market and worked with one of the "Big 3" - FMC. You can find more about Joe on my blog, just search his name and visit his LinkedIn page. He is the must follow in the Lithium Industry. 
  His ability to separate the flies and the burgers is the most important for us. You know my opinion about Tesla and Elon Musk breaking Lithium Oligopoly. In one brilliant stroke with Bacanora Elon Musk has finished Lithium Oligopoly and all that talk that they can "Supply Lithium For Another One Thousand Years." Thank you, but No thank you. Nobody wants to be at the mercy of the former "Big 3" even if they can really produce enough, here where Joe is the best to cut down to the chase through all wishful thinking.
  Everybody would like to have the security of lithium supply, meaning multiple sources ideally and, even better, owing her own "Sugar Beach" to produce "Next Coca-Cola." Lithium will become the commodity when its availability is more important than its price. The amount of money to be made downstream the value chain of the lithium business just not allow any risk with your ability to produce these batteries - you have to secure your access to the critical metal Lithium. We are talking here about the Next Industrial rEVolution. Trillion dollar industries are under disruption: Communication Industry with Mobile Devices, Auto Industry and Energy with Utilities.
  This is what Ganfeng Lithium is doing by building its Vertical Lithium Business with International Lithium now. This is what Tesla "pretends to do, as Joe questions their "Lithium Supply Agreements." In my personal view it is great for lithium industry: by loaning his name Elon Musk is not risking anything and guys like Bacanora and Pure Energy will have to go and do all the heavy lifting: raise capital, develop the mines and technology to produce lithium. He is just opening the flood gates and VCs and Hedge Funds are rushing in to participate in the Lithium Fever. Here where Joe Lowry will help you to get a grip on what is really going on.
  In contrast to any Gold or Copper deposit Lithium production is more like a chemical operation in the end when the right technology is matching the particular type of lithium source. It can make the difference between life and death for a lithium junior miner. This is why with International Lithium access to the Ganfeng Lithium provided capital is crucial, but Ganfeng Lithium Technology will play its major role in our new advanced stages of J/Vs development in Ireland and Argentina.
  One of my new partners in International Lithium has just told me that after VolkswagenGate I am pushing into the open door. I do hope that it is the case now. So, please, use this opportunity to avoid the mistakes and chase too many windmills - this blog and link are for your to learn.


International Lithium And Ganfeng In "Top Lithium Producers."




  
  Ganfeng Lithium has enjoyed the exponential growth in the last years and has grown to the ranks of Top Lithium Producers. It supplies BYD, LG Chem and Panasonic, which supplies cells for Tesla Motors. It became the strategic partner of International Lithium and finances our two lithium J/Vs now in Argentina and Ireland. During the last Shareholder Meeting in China on September 21st Ganfeng has presented latest information on its incredible growth, market share and that security of Lithium Supply is its major concern. You can find more details on Ganfeng Lithium website.





International Lithium: President's Message And Private Placement.

  
 

  Today I have the opportunity to share with you, finally, the very good news which all our International Lithium Team was working very hard to deliver. It is one of many more to come and a very small token of appreciation of the value that we all have managed to build despite of the total massacre in the junior mining.
   We have found new very strong partners who is sharing our vision of the future. This future is already here, it is just unfortunate that not everybody has it noticed. All cars will be electric. Lithium is the magic metal at the very heart of this rEVolution.
  International Lithium is plugged into this Next Big Thing with our Team, Projects and Strategic Partners. Now the tide is coming: we have the beautiful boat, very strong Crew seasoned by the storms and today we are putting up our sails. 
  We are making our financing at the more than double premium to our market price just one month ago: at 8 cents vs 2.5 cents low in August. Any journey is full of uncertainties and risks; and it is always safer to stay on shore. Please read carefully all our legal disclaimers.
  Nothing is for certain apart from death and taxes in this world, but we know how to navigate once we are at sea. And today I am pleased to share with you our destination:

  

International Lithium Corp. - A Green-Energy Metals Company.



  "I have written extensively about International Lithium and our strategic partner Ganfeng Lithium. Our J/Vs in Argentina and Ireland are financed by this giant from China and we have very important access to the technology. Basically we are building the secure supply chain for Ganfeng Lithium using their expertise in raw materials needed for production of battery grade lithium from the very beginning. Our brine bulk sample from Mariana is being tested at Ganfeng state-of-the-art R&D facilities in China and in Ireland we have identified 22 exploration targets. Now, according to our latest NR, we are waiting for the approval of the budgets for both projects to be rapidly advanced after very encouraging results were received from the last exploration stage this year.
   Today I would like to show you another side of International Lithium. We have the very strong technical team headed by our CEO Gary Schellenberg. Anthony Kovac - our COO and John Harrop - our VP of Exploration are among very few top level exploration managers and geologists in lithium sector. This Team depth has allowed International lithium to attract Ganfeng and strike two major J/V deals in all our industry. These days we are getting the first fruits of this very hard work. Coming volume shows that market is waking up and we are receiving at least some recognition of the value we have been building all these years. 
  I am talking a lot about the security of lithium supply and Tesla Lithium Hydroxide Supply Deal is another proof and was noticed by market overnight. Now venture capital is knocking on all doors chasing the upstream supply chain for electric cars and Energy rEVolution. 
  We have another great project at International Lithium: Mavis Lake Lithium And Tantalum Project which is located in mining friendly Canada in the area with excellent infrastructure and very encouraging initial exploration results with high grade Lithium and Tantalum. It will be our next strategic advance for the company. With J/Vs moving forward we are looking for the strong Strategic Partner to develop this project for the potential supply of this strategic commodity for the ongoing Next Industrial rEVolution. West will wake up one day to the fact that China has managed to control now not only over 90% of REE production, but 75% of Battery Grade Lithium Hydroxide as well. 
  Security of Supply means exactly this - Security. When the price is taking the second consideration and availability of critical materials is taking the central stage. My personal mission is to make this Security happen for the Western world for real as well, even if this part of the World still lives by HFT rules and Q by Q performance reflecting the coming bonuses. Our Asian friends are beating us all here with the state-level plans looking for The Next Fifty Years and building new strategic industries like Electric Cars in China.
  We have Elon Musk, we need more like him, but it is a very good start. Our strategic partner for Mavis Lake is waiting somewhere in between of latest Q performance reviews. If you know the one - you know whom to call. Now I do not have really to explain any more What Is Lithium For - Elon Musk has made the great job and every single Tesla Model S is the best moving ad of the things to come. All cars will be electric and it will be very soon. And by the way any new hard rock mine for Lithium will take 5-7 years to build Lithium brine operations will take 4-5 years at best. 
  Why International Lithium? You can check presentation above. Read more."


International Lithium Corp. Reports on Continuing Work in Argentina and Ireland With Ganfeng Lithium.


Mr. Kirill Klip, President, International Lithium Corp. comments, "Our projects are advancing in tandem with rising lithium prices. The lithium supply chain is being stressed even before the commissioning of the Tesla Gigafactory and other megafactories from BYD, Foxconn, Boston Power and LG Chem. Our joint ventures with Ganfeng Lithium demonstrate that cooperation between companies with varying expertise in the raw materials supply chain can work to secure a supply of strategic commodities. In this case, lithium which is necessary for the clean energy initiatives announced by the U.S. and China. These two countries alone will provide mass markets for electric cars and home energy storage units increasing the demand for lithium batteries."





Joe Lowry:

The Tesla Lithium Supply Question


Last week I was asked on Twitter why Tesla doesn't have a supply agreement with a "currently producing" lithium company.
Tesla's rise and growth has been great for the lithium industry. Unfortunately Tesla seems to overestimate their importance. Tesla needs lithium but the major lithium players aren't going to bow to Tesla's pressure to sell to them at ridiculously low prices. Only desperate juniors hoping to use the Tesla name to attract investors are willing to agree to terms they are unlikely to ever be able to meet.
The oddest part of the "lithium standoff" is that lithium is a very minor cost in a Tesla Model S or Model X. For a lower priced Model 3, lithium becomes a bit more significant but is still well under 1% of the total car cost.  
     I posted this on Twitter to answer the "Tesla" lithium question
Elon Musk got where he is by doing things differently and, in many cases, getting the taxpayers to subsidize his companies. The major lithium companies are enjoying the increase in lithium demand and price created in part by Tesla but the lithium market is going to continue to grow with or without a successful Tesla. Lithium suppliers don't need to and won't subsidize Tesla with low or no margin prices. Sorry Elon, JB and Kurt......
The Big 3 and major China producers don't need Tesla. The real irony is that Tesla's hardball tactics will only ensure their cost of lithium hydroxide is higher over the next few years. The Gigafactory will spike lithium hydroxide demand significantly and only the high cost Chinese suppliers will have the spare capacity to supply.
Albemarle will sit on the sidelines until they see whether Tesla actually spikes hydroxide demand to the extent currently forecast or if they are better served building additional carbonate supply for the rest of the battery industry. ALB will profit in any scenario via their 49% ownership of Talison who supplies raw material to the Chinese hydroxide and carbonate producers.
FMC will do nothing significant. SQM could employ newly developed purification technology at a reasonable cost to upgrade their current hydroxide capacity to a competitive level. 
It will be an interesting few years watching the Tesla drama sort itself out."

Tuesday 29 September 2015

Powered By Lithium: Tesla Model X - The Safest SUV Ever, Bioweapon Defense Mode Included.




Elon Musk And Tesla's CTO JB Straubel Share Their Vision On Energy.







   There will be a heavy silence this morning in a lot of Oil and Auto Boardrooms, which will be followed by the very heavy drinking. The Time Has Come. Dump The Pump And Go Electric. Elon Musk presents the ultimate fighting machine against "Clean Diesel and Dirty Oil.
  Tesla Model X is "the safest SUV ever", according to Elon Musk. It equipped with emergency breaking and side collision avoidance systems, which are active all the time! Air filtration system is comparable to "the operating room in a hospital". Bioweapon defense mode … is included. You have just to see it. The best example of Lithium Technology is here - electric cars are just better.
  People will start to talk about the price. Yes, it is very expensive, but when you compare it to the high end luxury cars Elon Musk's Tesla Model X beats them on all accounts: safety, performance and it is clean. This is the future. After the air pollution charts about the life expectancy reduction in major world cities demonstrated by Elon Musk, wealthy buyers will be piling up to buy Tesla Model X. What is left for the rest of us? Volkswagen, other ICE cars with "Clean Diesel" and "Not So Dirty Petrol" scam jokes? Thank you, but No, Thank you.
  This wait will be over very soon. Cheap lithium batteries will change everything, Tesla Gigafactory will drive us to the Holy Grail for EVs with dramatically reduced cost of lithium batteries to $100 per kWh. It means that Tesla Model X battery with 90 kWh will cost less than $10k! This is where the 600 miles range for Tesla in two years time will come from, Elon Musk is talking about.
  My personal EV magic formula is 20/200, when $20k buys you Electric BMW 2 sedan class with 200 miles range! We will get there. Average price paid for the new car in U.S last year was $23k. With $20k price, better performance and without air pollution mass murder participation Electric Cars will take over the world by the storm.
  For now just stop buying air polluting rubbish and finance 100 years old ICE technology. I would like to introduce the very simple ultimate emissions test. Let's put every Auto CEO with their cars with engines running for a night into the closed garage. I will go first, Elon Musk, please, give me Tesla!
  Spread the word, please, donate your RT and buy your own electric car once you can. There is no other excuse for Range Rover crowd any more, just the availability of Tesla Model X.  Electric Cars have reached The No Return Point and Elon Musk will start the mass market for electric cars with Tesla Model 3 to be unveiled at Geneva Auto Show next March with 35k price tag and 200 miles range.



Elon Musk On Volkswagen Scandal: 'We've Reached The Limit Of What's Possible' With Fossil Fuels.





  Elon Musk is not dancing on the Volkswagen grave, mass media will do it of him now. He is already dealing with Diesel and Gas powered cars as a class: making more and more electric cars. Last week Tesla has opened European plant, announced talks about opening its Superchargers Network to other auto-makers and … Tesla Model S will go 600 miles on a charge in the future. Now Elon Musk talks about Lithium Battery Gigafactories in Europe. Let's bring one to Ireland!



DieselGate: The Answer - Tesla Opens First European Plant On Road To 500,000 Electric Car Target.





  Elon Musk brings the answer to all The Economist questions about the future and how "to start the era of electric car". Future is already here, just not everybody has noticed. Welcome to the Tesla first European plant!



Elon Musk: Tesla Is In Talks With Other Automakers About Sharing The SuperCharger Network.


  


  "This is the last nail in the coffin of ICE cars. Electric cars are already better, we just need to make them cheaper and Tesla's Gigafactory will make it happen. It is the major step forward if other auto-makers will be allowed to share Tesla Superchargers Network and will co-invest in rapid deployment of these Networks all over the world. We are getting very fast to the mass market for electric cars now. 
  Now we have to send this article to the New Volkswagen CEO, they could not find Tesla Superchargers with him at Porsche before … Read more."





 Join the Disruption or be Disrupted. Dump The Pump - It Is Time To Go Electric.



International Lithium: President's Message And Private Placement.

  


Tesla Motors:



Meet Model X

Model X is the safest, fastest and most capable sport utility vehicle in history. Standard with all-wheel drive and a 90 kWh battery providing 250 miles of range, Model X has ample seating for seven adults and all of their gear. And it's ludicrously fast, accelerating from zero to 60 miles per hour in 3.2 seconds. Model X is the SUV uncompromised.





Safety First Design

Every part of Model X is designed with safety as a first priority. The floor-mounted battery lowers the center of gravity so that the risk of rollover is almost nonexistent. The battery structure strengthens Model X against side impact intrusions. And without a gasoline engine, the large front trunk acts as a giant impact-absorbing crumple zone.

Active Safety

Model X continually scans the surrounding roadway with camera, radar and sonar systems, providing the driver with real-time feedback to avoid collisions. Even at highway speeds, Model X will automatically apply brakes in an emergency.

Pollution Free, Inside and Out

A medical grade HEPA filter strips outside air of pollen, bacteria, viruses and pollution before circulating it into the cabin. There are three modes: circulate with outside air, re-circulate inside air and a bioweapon defense mode that creates positive pressure inside the cabin to protect occupants.

Falcon Wings

Falcon Wing doors allow easy access to second and third row seats from any parking space. Minivan style sliding doors open at most halfway while traditional doors are not capable of opening fully when parked next to another car.
With only a foot of clearance, Falcon Wing doors articulate smoothly up and out of the way, allowing passengers to enter from both front and rear directions. The side and overhead opening is so large that parents can buckle children in without ducking and without bumping their child's head on the roof.

Aerodynamic

Model X is able to achieve 250 miles of range in part because it is the most aerodynamic SUV in production. At 0.24, Model X's drag coefficient is 20% lower than the next best SUV. In addition, an active spoiler deploys to one of three preset positions when Model X is in motion, optimizing visibility, highway efficiency and stability.

Big Sky

With the largest windshield in production, Model X opens breathtaking vistas to your scenic drive. Solar tinted with UV protection, the windshield, twin Falcon Door roof windows and rear liftgate window provide panoramic visibility to the driver and all passengers.

Seating for Seven + Gear

Model X comfortably seats seven people in three rows. Every seat is the best seat in the house, but the second row seats are a work of art. Mounted on a single impact absorbing post and independently reclining, each second row seat is designed to maximize passenger comfort, legroom, under seat storage and access to the third row. The third row seats fold flat when not in use.





Two Interior Layouts

Model X is available in six seat and seven seat interior layouts. Seven seat interiors maximize passenger capacity while six seat interiors open second row seats to the third row and provide added cargo capacity.




Seven Seat Interior




Six Seat Interior

Everything Fits

Stow everyone's gear in Model X's large front trunk, rear cargo area and under passenger seats. The front trunk is large enough to hold two golf bags and the rear cargo area can easily hold large items like bicycles, skis and snowboards. Hitch mounted accessory carriers hold additional gear. Model X is the first electric vehicle with a 5,000 pound towing capacity.

Specs

P90D

  1. Performance All-Wheel Drive
  2. 250 miles range (EPA est.)
  3. 3.8 seconds 0-60 mph
    3.2 seconds with Ludicrous Speed Upgrade
  4. 259 hp front, 503 rear motor power
  5. 155 mph top speed

P90

  1. All-Wheel Drive
  2. 257 miles range (EPA est.)
  3. 4.8 seconds 0-60 mph
  4. 259 hp front and rear motor power
  5. 155 mph top speed
  • Falcon Wing rear doors with built in sensors for opening in garages of any height
  • Automatically deploying rear spoiler
  • Maps and navigation with real time traffic updates
  • Daytime running lights
  • Power-folding and heated side mirrors
  • Front trunk with room for luggage, strollers or two golf bags
  • Full size rear cargo storage for bikes and gear
  • Free long distance travel on Tesla's expanding Supercharger network
  • 8 year, infinite mile battery and drive unit warranty
  • Automatic keyless entry
  • GPS enabled Homelink
  • Parking sensors, blind spot and side collision warnings
  • Automatic emergency braking
  • Seating for six or seven adults depending on interior configuration
  • Four LATCH child seat attachments, two in each passenger row
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