Nice article Tinsae. A few
Nice article Tinsae. A few points:
1. Three is no "pure nickel cathode". They are metal oxides.
2. There are ultra high Ni content cathode candidates for next gen cathodes, but they will be multinaries (Ni + another metal + oxygen).
3. High Ni content cathodes might still have a lot of manganese in them.
4. Tesla is going to use a lot of LiFePO4 in stationary storage and shorter range vehicles. They will hit their production targets, but at worst would need to adjust the mix of LFP vs NMC vs NMA vs MNA, etc. they use.
5. My guess is that Tesla prioritizes Ni for Semi, Plaid and Roadster won't create a lot of demand for Ni and a crazy number of LFP 4680s go into 2, 3, Y and CT short range models.