With countries one by one announcing bans on fossil fuel cars sales in the not so distant future, the next question will be what models of electric cars will lead The Switch. Tesla Model S made the way for electric cars and Model 3 now will start a truly mass market for electric cars. Tesla Model Y can become the next blockbuster from Elon Musk and he now expects that Tesla can sell this compact electric SUV in the range from 500,000 to 1 million units a year.
We have The Switch in action when millions will be choosing electric cars. Bloomberg is forecasting that we will be able to choose from 200 EV models by 2020 and Elon Musk is "thinking hard" where to build Gigafactories 3,4,5 and 6. The market is not even close to the proper translation of what kind of EV tsunami is coming and how it will affect the demand for lithium and other energy metals.
Our starting point for electric cars is just over 1% of total auto sales in the world against only 200,000 tonnes of LCE produced in 2016. The dramatic increase in demand for lithium will require accelerated production from all known reserves of lithium and new resources will need to be found and put into production, this being crucial to the Energy rEVolution.
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 automakers 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. Read more.
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."
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