Are Global Lithium Supply Forecasts Accurate? // Part 2
There appears to be plenty of lithium in the ground, yet supply forecasts say lithium will come up short. So, are global lithium supply forecasts accurate or is it a case of understanding the assumptions so we can form our own conclusions?
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*
00:00 Introduction
01:31 Thanks, Credits, and Sources
05:03 Is there Enough Lithium in the Ground?
07:56 Let’s Evaluate Three Lithium Forecasts…
15:07 Benchmark’s Forecast // Revisions Explained
17:34 Lithium Supply in 2030 // Bull and Bear Cases
Intro Music by Dyalla: Homer Said
Видео Are Global Lithium Supply Forecasts Accurate? // Part 2 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*
00:00 Introduction
01:31 Thanks, Credits, and Sources
05:03 Is there Enough Lithium in the Ground?
07:56 Let’s Evaluate Three Lithium Forecasts…
15:07 Benchmark’s Forecast // Revisions Explained
17:34 Lithium Supply in 2030 // Bull and Bear Cases
Intro Music by Dyalla: Homer Said
Видео Are Global Lithium Supply Forecasts Accurate? // Part 2 канала The Limiting Factor
Показать
Комментарии отсутствуют
Информация о видео
Другие видео канала
Global Battery Supply Forecast to 2030 // Lithium & Sodium Ion // Part 4CATL M3P // Is the Hype Legit & Will Tesla Use it?Lithium Supply by Country: Where are the Opportunities? // Part 3Tesla Q2 Earnings // 4680 Updates & Emerging Revenue StreamsWill Refining be the Bottleneck for Lithium Supply? // Part 1Nio Battery Pack Swapping // Everything You Need to KnowDry Electrode Lithium Doping Process // 'New' Tesla PatentTesla's Rare Earth Free Motor // Niron Iron Nitride or Ferrite Magnets?Tesla Q1 2023 Earnings Call // Storage, 4680 Production, Lithium CostSodium Ion Batteries for Vehicles // AnalysisCliff’s Notes for Investor Day // Context, Insights, ImplicationsTesla Investor Day // Cheap Complaints and Valid CriticismsInvestor Day Livestream // The Limiting FactorTesla Master Plan 3 + Investor Day // What to Expect ⛏🔋Tesla Semi: Competitive Landscape // Interview with Johnny NijenhuisThe Tesla Semi: Why Now? // The Road to Commercial ViabilityTesla Q4 Earnings // The Path to 3 TWh // Full Battery UpdateHow the Tesla Semi “Broke the Laws of Physics”Tesla V4 Supercharger // Megawatt Charging for the MassesReviewing 4680 Criticisms // + My Concerns and I Eat Crow