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Miners & Component Breakdown of Tesla Products

Starting a new thread to address the following:
What does the resource breakdown look like for Tesla Products?
  • Vehicles: S3XY, Cybertruck, Semi
  • Energy Storage
  • Solar Roof

What are some miners that are publicly traded, eco-friendly, and can supply the required raw materials for Tesla. Probably one in each continent would be ideal.
  • $VALE, $BHP, and $RIO are some of the biggest nickel miners in the world. However, I am not aware of how environmentally friendly they are. I suspect not enough...
  • $FVAC is a good US-based rare-earth miner, unfortunately, I think they don't do nickel since nickel mining isn't big in the US.
According to Nickel production top countries 2019 | Statista, the biggest nickel mines are in Indonesia, Philippines, Russia, Australia, Canada, China and Brazil.... Canada might be close enough to the US for the Americas... I doubt we want to be dependent on the other countries though. Geopolitically best to bring the supply chains as close to the US as possible. I suspect Trump may be help with federal policies along these lines.


FSD Beta (99)
Mar 7, 2016
SF Bay Area
Specific to nickel:

https://www.nickelinstitute.org/media/2272/201707-nickel-reserves-en-new-design.pdf has higher numbers. Published 2017 using older data: sources on p2.

MINED NICKEL 1.900.000 metric tons
Annual nickel mine production
APPLICATIONS 25.000.000 metric tons
Nickel in use today
100.000.000 metric tons
Proven nickel reserves worldwide
199.000.000 metric tons
Potentially available nickel resources worldwide
290.000.000 metric tons
Potentially available nickel offshore worldwide

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