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Will Lithium Limit Tesla's Growth Plan? (Patreon)

Published:

2023-09-10 00:49:43

Imported:

2026-06

Tags:

Batteries Tesla The Limiting Factor lithium supply chain

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The Limiting Factor posted an excellent analysis of the Lithium supply chain, and concluded that if Tesla continues growing at 50% annually and plans for their stated 3TWh in 2030, their progress will slow down from 2027/8 onward due to a shortage of Lithium.

I agree that the data leads to that conclusion, but when it comes to Disruption, data is an infamous liar.

I have huge respect for Jordan, so in this case i respectfully disagree.

Let me know what you think.
Technologies video in the pipeline.

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🎉 Will Lithium Limit Tesla's Growth?

Patron Ad Free Early Access The Limiting Factor says that Tesla's 50% annual growth will get held back by a lithium shortage Very respectfully - I don't think so. This vid shows the real reason. Another vid very soon will show the technologies. Sections: 00:00 - Intro 01:35 - Jordan's View 03:47 - I Come In Peace 04:15 - Predictions Jump 05:35 - The Effect of Scale 06:53 - Am I the Delusional? 09:22 - It's the Technology! 11:52 - The Bottom Line