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To add some context: we think Tesla will *not* get into mining, especially lithium. When @elonmusk mentions high nickel, he will be referring to the precursor to the cathode step not digging it out of the ground. Watch for more news on lithium of a similar ilk.
Investors in nickel and lithium have been short sighted. The 2025 wall of demand has just got bigger. This is the warning shot but it will still require new mines and operators that won’t be Tesla.
@elonmusk will also know that it’s an order of magnitude harder to scale battery ready lithium than to build a super sized battery cell plant. #Gigafactory #Terafactory
