Member Info for Luke2

According to the article Tesla is expecting to build 550,000 cars in China in 2021, 300,000 model 3 and 250,000 model Y.

https://cleantechnica.com/2021/02/05/how-much-will-tesla-grow-its-chinese-production-in-2021/

https://www.mining.com/web/facing-green-pressure-indonesia-halts-deep-sea-mining-disposal/

Indonesia trying to clean up their act for Tesla.

https://www.fastmarkets.com/article/3973851/live-futures-report-05-02-nickel-up-to-17-900-t-zinc-set-for-weekly-gain-of-3

Hopefully they are having to tempt people to sell for a change.

https://thedriven.io/2021/02/05/amazon-starts-using-rivian-electric-delivery-vans/

Start of a 100,000 van order.

https://horizonteminerals.com/uk/en/vermelho_project/

The battery metal one.

https://stockhead.com.au/resources/nickel-prices-near-7-year-highs-on-potential-supply-issues-insatiable-demand/

https://horizonteminerals.com/uk/en/araguaia_project/

https://mobile.reuters.com/article/amp/idUSL4N2KA1AA?__

https://www.greencarreports.com/news/1130041_musk-tesla-semi-ramp-up-depends-on-battery-cell-supply-and-infrastructure-partners

And it depends on a huge amount of nickel containing batteries being sourced.

https://cleantechnica.com/2021/02/04/tesla-semi-tesla-giga-berlin-production-starting-in-mid-2021-rumor-website-update/

https://insideevs.com/news/485971/ford-ups-ev-investment-29-billion-2025/

https://www.mining.com/ev-battery-power-hitting-roads-jumped-40-last-year-report/

Imagine demand in a ‘normal’ year.

https://www.aljazeera.com/news/2021/2/2/brazil-congress-elects-bolsonaro-allies-as-new-leaders

https://electrek.co/2021/02/03/tesla-updates-model-y-timeline-europe-gigafactory-berlin-production-mid-2021/

Nice big nickel containing batteries.

It’s dirty work but someone has to do it Tricky, much appreciated.

It was rumoured Jeremy nodded to 20p when we just had one mine, back in the days when people s******ed at Tesla. Now we have a battery metal mine and Tesla is on top.

https://agmetalminer.com/2021/02/02/bullish-china-stainless-steel-market-expected-to-continue-in-2021/

https://cleantechnica.com/2021/02/04/italys-electric-car-market-tripled-in-2020-can-it-triple-again-this-year/