Hi Jimmer, Good catch, again!
Interesting 'take aways' from the presentation.
Surprising to see "over capacity" in current (NoPunIntended) global production of LIBs right now but should be taken care of by high predicted demand rate.
Really surprised to see that a Tesla battery pack is comprised of 18650 battery cells typically used in Consumer Electronics applications instead of larger format cells typically used in automotive applications. That can't be 'cost effective'.
A statement that in the Automotive LIB Manufacturing Value Chain, processed materials are considered Critical to Quality (CTQ), meaning the materials’ purity greatly influences overall cell performance and production yields.
Also
Detailed Material Cost Assumptions
Anode active material Natural graphite (carbon coated)USD/ kg $14.87 Synthetic graphite USD/ kg $18.00
These are $14,870 per Metric Ton for natural graphite and $18,000 per MT for Synthetic!
I'd 'infer' that puts ZEN in a pretty good light!
Thxs again!
Boxterfan
