Friday 25 August 2017

Lithium Race To Mass Market For Electric Cars: What To Expect From Tesla Model Y.

People just love their SUVs, they are the fastest growing segment of auto sales and all auto makers are migrating towards one or even a few SUV models to offer. The one who can make "the best affordable electric SUV" will be taking the market by storm. It can be Elon Musk and Tesla Motors again with its Model Y coming very soon among other 8 models of electric vehicles from Tesla!

The decision made under pressure from "Tesla's executive team" (as Elon Musk joked on the recent conference call) will bring Tesla Model Y much faster now. This electric car will share the architecture with Tesla Model 3 and it will make its time to market by late 2019 feasible. Elon Musk will be able to disrupt another very fast growing and profitable sector of the ICE car makers and leave a lot of competitors behind in the dust.

Tesla's ability to produce reliable lithium batteries in mass volume will be a crucial competitive advance.  Elon Musk is already talking about 6 Gigafactories coming up in the future and now the secure supply of lithium must be on his agenda finally. The dream of raw materials coming to one side of the Gigafactory and Teslas coming from the other end of it will be the dream without lithium coming from diversified sources and not just from your future competition like Panasonic.

Lithium Race: Tesla Model S Brought An Earthquake To The ICE Age Auto Industry, Now Tsunami Of Model 3s Is Coming ...

The most important message in this video is the presenter - the future belongs to the new generation and they will be buying electric cars. "I am a geek. I have never liked cars, I have never been a fan of cars until Tesla". Tesla Model S brought an earthquake to the ICE Age auto industry and Elon Musk has demonstrated that the best cars can be electric. Now tsunami of Tesla Model 3s is coming ... "We had the best electric cars and we had affordable electric cars, now we have the best affordable electric car.Read more.

"The cost of lithium batteries is going down very fast and I believe that fully electric cars will rule the world very soon. Tesla Model 3 with 65 kWh lithium battery provides over 200 miles of range and will become the standard in the industry with its mass volume production from this July. There is around 60 kg of LCE (Lithium Carbonate Equivalent) in one Tesla Model 3 battery. We will need 36 Million Tonnes of LCE to be produced by 2040 to put this IEA plan into life. 

To put it into perspective, the total lithium production last year was around 200,000 T of LCE. Now you can better understand why there is the real cut throat competition for the security of lithium supply which is still hidden from the most of the people by the clouds of toxic cancer hazard fumes emitted by all DIEsel cars on our roads. ICE (Internal Combustion Engines) are on the way out, all cars will be electric very soon and we are facing the total disconnect between the coming demand for lithium and the available supply. Read more."

International Lithium's JVs With Ganfeng Lithium Is An Entry Point To A Vertically Integrated Business With An Industry Giant From China. 

International Lithium's (TSXV: ILC) Joint Ventures with Ganfeng Lithium in Argentina and Ireland is an entry point to a vertically integrated lithium business with a USD $6 Billion market cap industry giant from China. ILC's strategy is to build VC Capital in a number of M&A transactions. Construction of ILC Royalty Portfolio is our underlining business model. International Lithium's stake in the Mariana joint venture is of particular interest for OEMs entering into the electric car and lithium battery business looking to secure their long term lithium supply. Read more.
Please contact us to explore this opportunity. Thank you!



Posted on August 25, 2017 by Matt Pressman
With September almost upon us, buzz will kick into high gear for the Tesla Semi. Nevertheless, this launch (scheduled for September 28th) may be a smoke screen for an even bigger project coming from Tesla — the much-anticipated Model Y. We're already expecting the Model 3 to compete with some of the world's best. Could the forthcoming Model Y be an even bigger-selling car for Tesla?
Above: Tesla Model Y concept design by Mike Bleczyc (Instagram: autodeskautomotive)
First, let's rewind to Tesla's most recent earnings report where Elon Musk gave an update on plans for the Model Y. He predicted the Model Y should be coming late 2019 or 2020. Musk explained that "upon the counsel of my executive team, the Model Y will in fact be using substantial carry-over from Model 3 in order to bring it to market faster.” Musk explained prior that the Model Y would be using a new architecture but “the executive team wheeled me back from the cliffs of insanity.” He also reminded analysts that the compact SUV market is far larger than that of the Model 3's sedan market.  
Infographic: Some helpful guesstimates about the Tesla Model Y (Image: Carsoid)
So will the Model Y really be bigger than the Model 3? Valuewalk recently provided a broad overview of the car and proclaimed that, "The Tesla Model Y is arguably the most exciting electric vehicle that has ever reached the public domain, even if the car itself is not yet available... [and] it seems quite likely that this will be the biggest selling Tesla release yet when it finally reaches forecourts across the United States."
Above: Elon Musk's mysterious deleted tweet hinting at falcon wing doors for the Model Y (Source: Valuewalk)
While Elon Musk once hinted about falcon wing doors (see above) for the Model Y, little is known about its forthcoming features. "Whispers also suggest that the Model Y might be an SUV crossover vehicle that is bigger than a conventional sedan, but possibly also smaller than a traditional sport utility vehicle. Tesla is continually looking for crossover appeal... [It's likely a more] compact vehicle than the Model X, particularly as Tesla is likely to make this a more affordable vehicle than some of its previous releases."
Above: The official Model Y teaser image from Tesla (Image: Valuewalk via Tesla)
The million dollar question is — what will it look like? Of course, most of us have glimpsed the Model Y teaser image (see above) that was previously revealed. Beyond that, it's anybody's guess. That said, there have been some intriguing conceptual design renderings by a variety of artists. In addition to the top image we've featured in this article, check out our round-up of possible Tesla Model Y design approaches to stir up your imagination a bit...
Model Y Gallery: Concept Design Renderings
Above (top to bottom): Auto Express; all other images Carsoid via Autocar, RM Car Design, and Autoguide

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