hph6203 said:
The reason I ask is that the best I can tell the total revenues from refining battery materials after backing out the share given to the mines is somewhere in the 100's of dollars range and even if you assume $1000/pack you're talking about $15 billion for the total domestic consumption of 15 million automobiles. Just as a ballpark. Doesn't seem like a tilt to the center of gravity for world power to me, but you seem confident and must have numbers to back up your assertion about this impending global threat. Surely it's more than that based upon your rhetoric, so I'm just asking for a number.
The beating heart of every EV sold is the $20K-$30K battery within.
That is constructed of materials entirely/90 percent plus from the CCP, and I've shown repeatedly they dominate and control the supply chain for them with an intent to manipulate the market for those materials based on political goals. Obviously, I am the board's BEV Tesla supplier expert, so I will go ahead and enlighten everyone that
Tesla relies around 40% on its suppliers today from China, and very likely over 80 percent of the mass of the materials in all of the batteries sold today.
Quote:
A recent analysis of publicly-available information about Tesla's supply chain has reportedly revealed that almost 40% of the suppliers for materials used in the company's batteries are Chinese companies. The analysis was conducted by Nikkei Asia in collaboration with Tokyo's Fronteo, which utilizes a machine-learning algorithm to find data.
As noted in the companies' analysis, public information included in financial statements and press releases identified 13,428 companies that were believed to supply items for Tesla's electric vehicle production. The number includes "quinary" suppliers, which are five steps up the supply chain.
Interestingly enough, China ended up being listed as the largest supplier of materials for the lithium-ion batteries that are used in Tesla's electric vehicles. Companies from China comprised 39% of the 61 firms that were listed under the EV maker's "storage battery" category.
And that's not really surprising at all, given that over half of all Tesla's sold globally are produced in China itself. In fact Musk has praised the
Chinese workers willingness to go to 12-hour shifts etc, noting
Shanghai workers make the highest quality Tesla's. And sure, they are like many trying to get the Australians to do more of the refining themselves, but e
ven by 2027 Australia might only do 20 percent of that nasty work on lithium, up from today's 1 percent.
No one has any idea even about a model being produced without these components, just vague hopium because Tesla is going to refine some Lithium in south Texas and wants to 'move away from' China supposedly (to maximize subsidies/credits our resident fans are opposed to) but no documentation as to when, for what models, or where/how those materials will be refined in the US and where the waste products will go from that.
That's because no one has a plan to do that, actually, and every single EV from every single brand is powered by a Chinese-sourced lithium battery. Feet stomping, maple syrup, blue jeans, communist Paul Wellstone and his great memorial political rally (LOL) do not count as substantive answers/math.
