Tesla’s Cobalt Blues: Growth Fallacies and Supply Chain Risque Majeure

In its Q2-18 shareholder letter, Tesla predicted that beginning in Q3-18 it will, absent a severe force majeure or recession, achieve sustained quarterly profits with continued rapid growth. In Tesla’s Q2-18 conference call, Elon Musk predicted profits and positive cash-flow for every future quarter, unless there's a recession or force majeure that interrupts Tesla’s supply … Continue reading Tesla’s Cobalt Blues: Growth Fallacies and Supply Chain Risque Majeure

Tesla’s Cobalt Blues; Spin, Fake News or Deception?

“Spin”is a form of propaganda that relies on a biased interpretation of fact to influence opinion. “Fake News” is a more dishonest form of propaganda that relies on a combination of fact and falsehood to influence opinion. “Deception” is an even more dishonest form of propaganda that principally relies on falsehood to influence opinion. Depending … Continue reading Tesla’s Cobalt Blues; Spin, Fake News or Deception?

The EV Revolution – the West “adopts” the Diktat

A key problem of the decision to electrify the powertrains of personal and road-freight vehicles in most industrialized countries is that it was purely politically, not market, driven outside of China (and I think Korea and perhaps even Japan). The “scientific model” making bureaucrats in support of the lowest common denominator social justice, re-election, and … Continue reading The EV Revolution – the West “adopts” the Diktat

The Global Supply of Critical Metals….. with Chinese Characteristics

We wouldn’t expect a charity to fund a mine, much less a comprehensive national mining program focused on creating national self-sufficiency in critical metals and minerals, one, as an example, that would make a modern industrial country self-sufficient, and in that way “secure,” in critical technology metals. The scale of the challenge is something that … Continue reading The Global Supply of Critical Metals….. with Chinese Characteristics

Molten Antimony Batteries – An Impending Deluge?

Battery technologies have been proliferating in recent years like mushrooms after the rain.. Despite this there are batteries and batteries. Many of the newly invented storage devices have specific usages and one new application is not necessarily a replacement for an existing type of battery. Unfortunately most parents still have reason to curse the ubiquitous … Continue reading Molten Antimony Batteries – An Impending Deluge?

A Day Will Come When Lithium-ion Battery Recycling Is Practical, But It Is Not This Day

In the US, lead acid batteries have a near perfect recycling record of 99.3% and recycled lead from used batteries satisfies over 80% of domestic demand. Roughly 85% of lithium-ion batteries are discarded because there is no infrastructure, collection, sorting and transportation are challenging and used electronics, including their batteries, frequently end up in China. … Continue reading A Day Will Come When Lithium-ion Battery Recycling Is Practical, But It Is Not This Day

Argus Metals Week – Cobalt Meets Its Waterloo?

The Great & the Good of the London commodities trading community came together in the last week of February to mull upon the prospects of specialty metals, in particular the battery metals. Braving the snow (nothing by New York or Toronto standards) they attempted to fathom fact from fiction as it pertained to metals where … Continue reading Argus Metals Week – Cobalt Meets Its Waterloo?