De jonkheer schreef op 28 juli 2017 12:51:
Wat ik eigenlijk bedoel te zeggen is dat lithium minder zaligmakend kan zijn dan we nu denken. Er is voldoende wereldvoorraad dat relatief makkelijk winbaar is. Door concurrentie zullen grote winsten op Lithium projecten snel verdwijnen.
Ik ben niet negatief (ik zit zelf long in AMG) maar ben bang dat de verwachtingen wel erg hoog gespannen zijn.
Even een citaat van iemand van Tesla:
Consequently, said Goldie-Scot, “our view is that there really isn't a near- to medium-term lithium scarcity.”
In any case, said Alexis Georgeson, senior public relations representative at Tesla, lithium only plays a minor role in that company's batteries. “The cells in Tesla batteries are primarily metal oxides composed of nickel and aluminum, and to a lesser extent cobalt,” she said.
“Carbon and steel are also featured. The lithium content is actually a small amount by weight, and contributes a correspondingly minor part of the cost of Li-ion batteries. Our batteries really should be called nickel batteries," said Georgeson.
For now, Tesla is definitely not worried about lithium availability, Georgeson confirmed. “There are more than enough reserves of lithium world-wide to serve the growth of the battery markets, including Tesla's projected needs,” she said. “Even if we wanted to build 10 or 20 Gigafactories, we would not have to search beyond the known reserves that can be economically mined.”