Will Refining be the Bottleneck for Lithium Supply? // Part 1
In this video, I'll address Elon's comment that lithium refining will be the bottleneck for lithium lithium supply, as well as look at margins and the benefits of vertically integrating into lithium refining.
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*Timeline*
0:00 Introduction
01:16 Thanks, Credits, and Sources
04:37 Why is Lithium the Bottleneck?
06:10 Mining is Easy, Refining is Hard? A Red Herring
07:14 Lithium Refining // Margins
15:39 Fixed Price Contracts are being Phased Out
17:50 Lithium Refining // Forecast and Lead Times
20:39 Why is Tesla Pushing for More Refining?
24:49 Tesla Needs to Flirt Better with Entrepeneurs
25:26 Refining Integration could Save Tesla Billions
27:12 Lithium Refining // Summary
Intro Music by Dyalla: Homer Said
Видео Will Refining be the Bottleneck for Lithium Supply? // Part 1 канала The Limiting Factor
Use my referral link to purchase a Tesla product and get free credits you can redeem for awards like Supercharging miles, merchandise and accessories. https://ts.la/jordan72005
Patreon: https://www.patreon.com/thelimitingfactor
Paypal: https://www.paypal.com/paypalme/limitingfactor42069
Teespring: https://teespring.com/stores/the-limiting-factor
Twitter: https://twitter.com/LimitingThe
Venmo: @thelimitingfactor
*Timeline*
0:00 Introduction
01:16 Thanks, Credits, and Sources
04:37 Why is Lithium the Bottleneck?
06:10 Mining is Easy, Refining is Hard? A Red Herring
07:14 Lithium Refining // Margins
15:39 Fixed Price Contracts are being Phased Out
17:50 Lithium Refining // Forecast and Lead Times
20:39 Why is Tesla Pushing for More Refining?
24:49 Tesla Needs to Flirt Better with Entrepeneurs
25:26 Refining Integration could Save Tesla Billions
27:12 Lithium Refining // Summary
Intro Music by Dyalla: Homer Said
Видео Will Refining be the Bottleneck for Lithium Supply? // Part 1 канала The Limiting Factor
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