9 Months of Research on Tesla Battery Day // + Projections!

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This video is the culmination of 9 months of research on Tesla Battery Day and also includes projections, estimates, and insights as a result of that research. It's the eighteenth and final video of the Lithium Mine to Battery Line series to investigate what Tesla unveiled at Battery Day.

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*Timeline*
0:00 Intro
1:24 Lithium Clay + Salt Extraction
3:51 Timeframes for LiOH and Cathode Production
4:25 Nickel
6:04 Pure Nickel and Cathode Reactor
6:47 Interim Summary 1
8:31 Cathode Material
9:20 Tesla Silicon
11:26 Fast Charge Capability
12:55 Silicon + LFP
13:31 Interim Summary 2
16:29 Dry Battery Electrode (DBE)
17:40 4680 Copycats
21:02 The Tesla 4680
23:47 Alien Technology
25:25 Electrode Yield and Recycling
27:40 Structural Battery
29:38 Gigacasting
30:34 Implications
31:12 Energy Density
30:30 Predictions vs Reality
34:23 Range
36:16 Cost
38:14 Model 2 Production Cost
41:01 4680 Original Timeline
42:01 4680 New Timeline
43:34 "Volume Production"
44:34 Reliability Concerns
47:41 Kato Road is a Flywheel
53:37 100 GWh of Cells?!
55:28 Panasonic
58:44 2022 Cell Supply Forecast
59:13 Forecast to 2030
1:00:59 Materials Supply
1:03:32 Vehicle Production
1:05:47 Competing Tech
1:07:01 Tesla's Technological Advantages

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Intro Music by Dyalla: Homer Said
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