
Episode 166: Listener Q&A
The Global Lithium Podcast
00:00
The Future of Tesla Batteries
The real irony here is that Elon Musk is the one who changed the game along with BYD with the Blade battery and CATO with celled the pack. The South American projects produce the chemical form not the intermediate even if all the carbonates not battery quality can be cleaned up for fairly limited costs. More than one of the people submitting questions on this topic seem to fundamentally misunderstand the fact that historically there isn't a huge difference between carbonate and hydroxide pricing. There are many times in China when hydroxide price below carbonate in a balanced market in China carbonate always used to sell at a higher price.
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