Thank you. Yes, I had watched that, but didn't put together the variables.Rob Maurer covered this topic 2-3 days ago on Tesla Daily. One of his youtube commenters informed him its about 10:1 spodumen to Li-OH, so the contract provides enough Lithium for ~200K more cars per year. Unverified, but that's what was discussed.
This is also a topic I'd expect Jordan Giesige to cover. Perhaps somebody could ask him on twitter?
The Limiting Factor (@LimitingThe) / Twitter
Cheers!
Attached is a slide from Snow Lake Lithium, which seems to suggest that spodumene concentrate can mean any number of different concentrations: for them, that would be 2% - 6% concentrate. So absent any standard measure of spodumene concentrate, we cannot know what is Tesla's contracted concentration.
I guess my question revolves around the benefit to supply availability, if any, of Tesla taking spodumene at lower concentration and doing the processing itself.