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I'm a little disappointed as to not really finding out very much about 'project palladium' to be honest. It is what it is though and i guess they can't let all the cats out of the bag, as their competitors wouldn't be at a disadvantage if they did.
Not long for us to hear something from the FSP, either way imho
GLA
The new structural aluminium alloy is interesting, could this be the bit that they're missing out, or something similar? -
https://www.technology.matthey.com/article/53/4/189-197/
GLA
There is cobalt and Nickel. But they haven't revealed all materials used there with the new battery cell, it's pretty interesting. Talking strongly about vertical intergration, faster time from materials to cathode etc.
GLA
New Age Metals in great shape looks like
Do EUA have any Cobalt? Rowka will know for sure, if so how much?
https://electrek.co/2016/11/01/breakdown-raw-materials-tesla-batteries-possible-bottleneck/
'When asked if he worries about lithium supply, Tesla CTO JB Straubel once said that he worries more about cobalt, which is used in the cathode of Tesla’s battery cells. The resource is more problematic since the bulk of it overall supply has historically come from the conflict-prone Congo, but new sources are being explored in North America.'
Read this Shark, it may have a direct benefit to many things. Who would Anglo use to scale up a new battery tech, that's simple in my eyes, they would approach Tesla, we'll see soon enough, not long to wait now -
https://www.angloamericanplatinum.com/media/press-releases/2019/15-07-2019?fbclid=IwAR3vXG8WpfZMIIEDMvGSlDbMHGuRcnab6WjcUsVya3ddNZIrJlUe9WQZzYs
"Lion Battery project successful with Li-sulphur next gen battery design using 8-10g Pd as cathode layer to 500 cycles (Target 1,000+) with 4x energy density vs Li-ion."
I asked the question about that Anglo project at a IPMI webinar a while ago, and the quoted response was given by a member of the audience.
https://www.ipmi.org/
GLA
Shark,
I’ve also got HZM (good chance to get in right now). A double whammy would be lovely.
But it will all come good. I don’t need cash for 18 months so I’ll keep loading up.
"The Palladium Project" is it so named because Tesla will need Palladium? My understanding was that the majority of the battery will be Nickel? My other holding AMC & HZM could benefit from tonight's announcement. I didn't think this could possibly have anything to do with EUA?
From the electrive article, and from his recent tweets we can tell it's for batteries, exciting times -
"The Palladium project is also said to be linked to the Roadrunner project, which could mean that Tesla’s own battery cells planned by Tesla will first be used in the revised Model S and Model X. According to the report for the Palladium project, facilities at Gigafactory 1 in Nevada will also be converted. This could have something to do with the battery cells, but Tesla also manufactures drive units there."
Fingers crossed for HUGE palladium demand reveal. Won't be until 21:30 for us UK ladies and gents.
GLA
Could project palladium be about to be revealed? -
https://www.electrive.com/2020/07/22/tesla-project-palladium-hints-at-improvements-for-model-s-x/
Elon Musk
@elonmusk
·
1h
Important note about Tesla Battery Day unveil tomorrow. This affects long-term production, especially Semi, Cybertruck & Roadster, but what we announce will not reach serious high-volume production until 2022.
Elon Musk
@elonmusk
·
1h
We intend to increase, not reduce battery cell purchases from Panasonic, LG & CATL (possibly other partners too). However, even with our cell suppliers going at maximum speed, we still foresee significant shortages in 2022 & beyond unless we also take action ourselves.
Elon Musk
@elonmusk
·
2h
The extreme difficulty of scaling production of new technology is not well understood. It’s 1000% to 10,000% harder than making a few prototypes. The machine that makes the machine is vastly harder than the machine itself.
"The main component of batteries is nickel itself."
"Michael Beck, President of Regent Advisors, a financial advisory firm, states that a Tesla Model 3 contains about 30 kilograms of nickel"
https://www.somagnews.com/elon-musk-thinks-nickel-is-the-new-gold-heres-why/
Hopefully something to do with what Anglo have been working on, fingers crossed -
https://www.angloamericanplatinum.com/media/press-releases/2019/15-07-2019?fbclid=IwAR3vXG8WpfZMIIEDMvGSlDbMHGuRcnab6WjcUsVya3ddNZIrJlUe9WQZzYs
"Lion Battery project successful with Li-sulphur next gen battery design using 8-10g Pd as cathode layer to 500 cycles (Target 1,000+) with 4x energy density vs Li-ion."
4x energy density, that is a vast improvement!
The quickest way to scale this battery tech, would be through a company like Tesla.
GLA