Discover and read the best of Twitter Threads about #gigaTexas

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<thread> Tesla & #Lithium - a decade in the making

A lithium refinery has been in Tesla & Elon Musk’s @elonmusk thinking for ~10 yrs now & in (a serious way) for the best part of 3 yrs

The logic is sound

2020: 70-80% of lithium ion battery costs are raw materials

2010: 20-30%
Tesla has filed to build a lithium hydroxide refining facility in Texas (Gulf Coast).

This is a revisiting of its 2020 plan to build a spodumene conversion facility to make lithium hydroxide at #GigaTexas

Originally planned to launch Q4 2022.
This #GigaTexas lithium refinery would have been using a new hydromet process, as not to be reliant on sulphuric acid.

Our estimation was a smaller refinery to start with 15,000 tpa lithium hydroxide. Could now be 25,000tpa

@benchmarkmin story>>>

benchmarkminerals.com/membership/exc…
Read 24 tweets
BREAKING: @ArgoAI and @Ford say they plan to launch self-driving vehicles (with safety drivers) on the @Lyft network beginning in Miami before the end of 2021. #Robotaxis #SelfDrivingCars #AutonomousVehicles @VWGroup
In a statement, @Ford, its associate @ArgoAI and #ridehailing service provider @Lyft say "the parties are now working to finalize agreements aiming to deploy at least 1,000 autonomous vehicles on the Lyft network, across multiple markets over the next five years."
As part of the deal, @Lyft will join @Ford and @VWGroup as an @ArgoAI shareholder. The #ridehailing service company will receive 2.5% of the common equity as part of the licensing and data access agreements to collaborate on the safe commercialization of #AutonomousVehicles.
Read 7 tweets
1/3

Condado do Texas aproveita a situação de descontentamento entre Elon e autoridades governamentais na Califórnia e libera comunicado:

“Condado de Hidalgo, Texas, está de portas abertas pra Tesla.”

#teslaCovid19
2/3

Elon agradece o comunicado.

Minha opinião:

Uma fábrica da Tesla no Texas é bem provável, como reportei no episódio 158.

Mas relocação da sede administrativa da empresa da CA para o TX é bem mais complicado.
3/3

Mas Musk é teimoso: No mínimo a Tesla deixará de investir em projetos futuro na Califórnia.

Episódio 158.


#gigaTexas
Read 5 tweets

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