#7 Tesla Silicon is Disrupting Silicon Disruption // + Notes on HPQ and Graphite
ฝัง
- เผยแพร่เมื่อ 9 มิ.ย. 2024
- Today we’re going to discuss how Tesla Silicon is disrupting silicon disruption. The high loaded silicon anode market is just about to get off the ground, and Tesla has come in with a dark horse solution. This is part seven of the Lithium Mine to Battery Line Series to break down and understand what was unveiled at Tesla Battery Day.
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Timeline
0:00 Intro
00:48 Composities vs Polymer Coating
05:43 Industry View
07:17 Research View
08:07 SiOx Glass
09:11 Silicon-Metal Alloys
10:18 Pure Si Composite
12:49 Tesla Si Advantages
13:39 HPQ
16:53 Graphite
17:58 Tesla Si Advantages
18:51 Summary
#BattChat #BatteryTwitter
Intro Music by Dyalla: Homer Said - วิทยาศาสตร์และเทคโนโลยี
![เกิดใหม่ทั้งทีก็เป็นสไลม์ไปซะแล้ว ซีซั่น 3 - ตอนที่ 58 [ซับไทย]](http://i.ytimg.com/vi/TgNEbYSTY0Y/mqdefault.jpg)
Thank you for the HPQ evaluation. Was already an investor, from the parent company perspective with the plasma torches, which they have sold to a North American tunnelling company??? You have the scientific knowledge regarding the chemistry of battery’s, and I have learnt a lot from your videos. One of my first clients as a young electrician was the research head of exide battery’s in the uk. One day I had a fault I couldn’t trace at his house, he told me to take it back to first principles. That was in the 80’s. It was something I took to heart, and made me a better spark. I’m now a professional technologist, and part owner of an engineering firm with over a 1000 staff in Canada. First principles was the key.
You mean Pyrogenesis right? Do you mean that they sold the plasma torches to a North American tunneling company? Rumor has it that that would be The Boring Company from Musk.
*GRAPHITE!* Yes.... I invested in two Quebec based graphite mines in 2018. *Nouveau Monde Graphite ( NMGRF )* is my largest holding, and they are poised to kick ass in the battery space, as they will sell battery grade spherical graphite to the battery manufacturers.
Tesla literally disrupts industrial processes that competitors haven’t even implemented yet
One of my fav channels on batteries right now. Dont think anything comes close except for reading actual research papers =)
Hot stuff as always, Jordan. I have so much respect for the way you made yourself the expert you wanted to see on battery technology. I honestly don't think there's anyone else in "journalism" with your depth of understanding and analysis.
HPQ is in the process of making samples now and sending them out to various automakers and research groups per their request. Interesting weeks ahead!!!
oh, Canada baby
in the USD ticker for HPQ Silicon Resources HPQFF or URAGF? there is a 10 cent difference. Also, what happens if you own one of those tickers and they get on the Nasdaq?
you mean interesting months ahead..They dont know when the testing will be complete or if indeed their materials will work. 2nd, they are still trying to figure out if the material can be manufactured a commercial scale and still be cheap.
HPQ YA BOI!
@Chystal If I pump this stock hard enough I might be able to retire young so I don't hold back
@@Eli-dl2tw HPQ YA KNOW WHAT TO DO!!
Thank you for covering HPQ, informed and fair. Cheers.
No problem man!
Ok, when you explain it I almost understand it all. Thank you, this is some in-depth stuff.
This gonna be an epic journey for Tesla and they will slay giants in their journey towards the top.
I don't think this is Tesla's intention. From what i have ever heard from EM was, that they want a transition of the world towards renewable energy and they know the can't achieve it all on their own. Sharing a common goal is more worth to them than "slaying" anybody.
@@TL-xv9of At some point, I think many industry players will have to consider cooperating with Tesla on e.g. batteries, or rolling over and merging. As it is, they are currently circling the ICE drain, and most have no intention of getting to higher (EV) ground.
Slay giants while becoming the giant and they gonna get hated once they get there. See y’all in 2030 when Everybody hates Tesla.
@@znome8500 do you hate amazon,google, apple etc?
And ad that tesla has a bigger positive for the planet?
@@deathwing5639 I don’t hate nor like those companies. They’re great at what they do tho. Talk to me in 2030 , the “EV crisis “ is still ahead, so Forget about it.
Thanks for mentioning Novonix, glad you in the boat!!!
Early christmas present this video is! Great research and delivery! Keep it up!
I always look forward to your posts. Your attention to detail and insight is appreciated.
As always, an excellent video! These well researched deep dives are very illuminating and a nice change of pace from the random speculation that runs rampant around Tesla and the BEV world in general.
Great research and sharing as always, Jordan. @ 18:23 your third speculated advantage... surface area. Tesla particles should have a smoother surface and as such they will capture less Lithium in the first cycle... HPQ nanoparticles are perfectly spherical due to the NSiR process. Do you think HPQ spherical particles delivered in whatever size Tesla needs would be the ultimate advantage? Could you not see NSiR reactors in Tesla battery plants?
Excellent video Jordan! This is really well done - everything from your graphics to your analysis :) Keep it up!
Thanks for all the work you obviously put in to every video you create, they’re some of the best on TH-cam and, along with Munro Live, the most technically detailed and proficient, thanks again for another fascinating exposé🖖🏼
Your work is so rewarding for the listening!!!
Again i am impressed by your knowledge, dedication and ability to share in the most comprehensive way with visualisations.
Thank you. Informative and enjoyable.
Hello, I really appreciate your well made videos and your calm way to explain these hard to understand scientific context. Even my five year old son is interested in the videos.
With the mention of HPQ silicon I kept track on them and just yesterday they press released, that they reached 100 nm silicon particle size with their process. This could be relevant in changing the batterie composition.
Have a nice weekend and keep up the good work.
Thanks man! They only need to hit 150nm (as per the Cracking the Silicon Code video) for batteries. Anything beyond that would have other use cases.
One of my favorite channels. Thank you for sharing your knowledge.
Jordan, your videos are *premium-grade.* I learn from every one. Thanks, and Merry Christmas!
Merry Christmas to you too Rodney!
Amazing work as always, Jordan. You keep crushing it
Another gem by Jordan!
Wow....this is an amazing presentation. I never knew I knew so little about advanced battery chemistry...feeling a little more educated now, and look forward to your other presentations!
Thanks a lot! I can't wait for your next video's to come out! But I'll do my best to contain myself! Learning so much everytime again! Thank you for your time!
TY for giving me a headache... again .. and cursing myself for not have listened to my weird chemistry-teacher in school ---- react- safe :-)
Brilliant as usual, nice one Jordan.
Thank you for this video and Merry Christmas.
Excellent discussion. Have a safe holiday season!
Awesome analysis as usual.
Amazing videos my friend, thank you!
Another great video. Thanks Jordan....certainly solidify's graphite/graphene in battery's for years to come
Incredible Video!
Like always!
I love the intro music please never change it
Nice job, whoever you are, Limiting Factor!
Amazing as always.
Graphite still gets the biggest piece of cake. Nouveau Monde Graphite will be the leader in western word (NOU/NMGRF). GTLA
Awesome video! That was a ton of work. I hope you're right about TSLA!
superb as always Jordan. I'd love to be a fly on the wall if Elon saw this video! I personally picked up on the absence of graphite in the battery day presentation and was concerned by that but you are very firmly giving it a solid presence in the mix. As a graphite investor I hope you are right! Either way it looks like Tesla is still a safe bet. Thanks
More to come in the next video! I really want to bash the 100% silicon soufle, lol.
Great research and sharing as always, Jordan. @ 18:23 your third speculated advantage... "surface area". Tesla particles should have a smoother (and ultimately smallest possible) surface area and as such they will capture less Lithium in the first cycle... HPQ nanoparticles are perfectly spherical due to the NSiR and PUREVAP processes. Do you think HPQ spherical particles delivered in whatever size Tesla needs would be the ultimate advantage? Could you possibly see HPQ NSiR and PUREVAP reactors in Tesla battery plants some day? Fossil fuel free, plasma arc produced, one step process, perfectly spherical silicon, in whatever size is needed...
Another wonderful video Jordan. I’m curious if Tesla was on the list of companies set to receive samples from HPQ. As far as I know samples were going out this month for battery and EV companies alike. Assuming that Tesla also makes their own solar panels and solar shingles, they may see the opportunity to lower their cost for solar grade silicon as well. Either way, it is exciting and fascinating to watch the entire battery and EV industry evolve! I am definitely looking forward to having solar shingles paired with amazing battery tech, powering my home one day soon! I hope !
Thanks for another great video! Please keep them coming Jordan!
To date HPQ has not listed their potential clients but they have significant interest from the automotive industry and I would anticipate Tesla is on that list!!!
Elon Musk said at a recent online battery conference that they will use silicon comparable to silicon used in solar applications!
th-cam.com/video/RMtU6whJ-kY/w-d-xo.htmlm30s (Timestamp: 1h58m30s)
@@j.metzger1730 interesting.
@@j.metzger1730 fascinating find. Bravo.
I really hope u will soon get enaugh patreon supporters to do youtube videos full-time. U would be the first I would consider supporting on patreon since u go so deep in batteries but I'm only 16 yrs old and need to save money for university. I am so interested in batteries that I will study in that at university. Thx for u great videos Jordan.
Save your money dude! You need it more than I do. I'll go full-time eventually. Thanks for the support!
Awesome video once again, You're a legend!
Thanks Cesar!
@@thelimitingfactor Merry Xmas and a Happy new Year to you Jordan!
Great work Sir! 👍🏻
Wow... awesome analysis. I hope you're correct about your assumptions.
Thank you!
Thank you
Nice video. Cheers 🥂
Spectacular. One thing to consider is that because Tesla is moving to polymer encapsulated Si, there may be a path to replace graphite with ion conducting organic polymers. Currently this is probably too expensive, but costs are dropping fast. EDIT: it occurs to me this probably wouldn't work...
Looking forward to the Clay episode! Heck I'm looking forward to all the episodes.
You're on fire Jordan. 2 vids in a day too. Merry Christmas! Another fantastic vid. It's no understatement to say Tesla is next level. I expect the focus on cost and high volume will permit them to completely dominate battery tech going forward. You get the impression, if Tesla could use unrefined beach sand in the electrode it would. They're probably looking into it...
Thanks man! Merry Christmas to you too!
It's a lot to take in but really well done. Few gonna take 5 and come back have to absorb for a sec
Great vedio jordan...
What do u think about Graphene Ultra Capacitors... ?
Bravo!
Wow! Great explanation of nuances of the technologies and tied into the nuances of the business. A consultant capable of doing this analysis could charge someone $1M for it.
I watched this video at 2x the speed and I have to say it's way much easier to take in all that information. I found HPQ ticker on Trading View before I seen this video and checked out the charts and decided to do a little research and I must say very promising.
thank you ...whenever you take reference from Tesla battery day can you add the piece from that video ?
Lith-i-um-clay! Lith-i-um-clay! So excited 😁🤯
What-Up Morgan!!!
Thanks
What's your opinion on HPA high purity alumina as a nanocoating for silicone anodes ? Seems Promising.
Could you do an update on HPQ’s advancements in silicon?
Well done Jordan, very informative. 👍
By the way, are you taking part in the SPP for Talga, 18% price discount.
I wish I could! I'm in the process of shifting my investments to the US and I have to buy it with the pink slips there rather than directly off the market. With that said, it's my second largest position after Tesla, so I'm not hurting, lol.
@@thelimitingfactor I see, well the SPP only applies to AUS and NZ residents so if you’re moving to the States it’s not applicable. Talga is my largest position currently and I hope to add to it before it takes off. We’ll see, best of luck Jordan and happy holidays to you and yours! 🎄
Great vid as always. Quick question about the HPQ bar chart. I see you drew a line that I’m guessing represents $1.2/KWH as presented at battery day. But the Y Axis is $/KG not $/KWH. I also see that the left Y axis is Energy Input. What’s the right way to interpret this? Is that the charge that the silicon can hold/ton at that level of purity depending on which “route”?
Thanks again and keep it up!
David
Hey man! That line represents $1.50 per KG for raw/unmicronised Silicon if it's the line I think you're referring to.
By my calculations, Tesla Silicon is something like $30 per kilogram.
I just ignored the energy input cost. In my view, it just helps explain cost or is a proxy for cost. It's the amount of energy required to process the material into it's final form. This is why Drew mentioned on Battery Day that Tesla is using low energy methodologies. Energy = Money.
Fully charged also showing on Amazon Prime soon, you should also be on Amazon Prime
I'd be interested in knowing more about the key figures in the battery world, the people doing the science, the people leading the manufacturing development as well as those leading the customer side of things.
Good video. Another point to think about is the cost still. Si is still so expensive compared to Graphite. Increasing the ratio significantly (e.g. 30%) will negatively increase the cost per cell quite substantially.
The other problem is that in automotive cells so many factors have to be satisfied simultaneously:
Energy Density, Quick Charge, Swelling, High Temperature storage and cycle, Gas formation, cold temperature, DCIR, safety, manufacturability, etc. etc.
And all these factors can get influenced. So finding the optimal trade off is what matters at every point in time.
Sila and most of the startups will need more time to proof that they provide the option to satisfy the COMBINATION of these factors plus the cost. So far you will contibue to go with lower percentages (3-10%) and material from BTR etc
As always, I appreciate your comments man.
@@thelimitingfactor love your channel. A LOT of afford goes into the research!
in the USD ticker for HPQ Silicon Resources HPQFF or URAGF? there is a 10 cent difference.
That’s why I invest in Ecograf
Awesome video. Unless your a genius, a lot of work must have gone i to it!
I wonder if the strong elastic binder from the dbe process prevents delamination from the current collector due to silicon expansion, and ultimately makes the Tesla silicon method work? Without the dbe process, would any of this be possible?
Yes, covered in the covered in the cracking the silicon code video I think 🤔. Not sure which video, but it's in one.
About the clay deposit from tesla: is there a chance they could make 'exiting bricks" with this new brick capacitor polymer as a byproduct?
doi: 10.1038/s41467-020-17708-1)
Technology wise, the future seems bright.
Humanity wise...i'm pessimistic. 😢
This seems natural to me. Humans have developed very asymmetrically since the Industrial Revolution. Look at most education systems today; there is a huge emphasis on thinking and problem solving and almost no time allocated to social/emotional learning. So of course there would be a disconnect. There are also many people who are stuck in this mindset of "technology is going to keep progressing and then some day we'll live in a utopia". Descartes said that 400 years ago and we're no closer to it now.
There has to be a more fundamental shift in how each person sees their place in the world. Thankfully, there are encouraging forces for dealing with these issues: neuroscientific paradigms, psychedelic psychotherapy, contemplative neuroscience, etc. But who really knows how it will all play out.
@@Milkshakman ioii
@@Milkshakman I think we're a bit closer to a utopia than we were 400 years ago, even if not all that much closer.
The worst part of 2020 for me was seeing how shortsighted humans can be, especially in america :(
@@BrianJT I suppose I'll concede that point; it would be insane to dismiss how much technology has improved lives in the last couple centuries. My point is just that technology can't "fix" fundamental human problems like racism, inequality, conflict. There has to be an actual shift in consciousness and every single person will play an important part in that.
Brilliant... just brilliant analysis 👍🏻taking my hat off to you as a researcher and investor 👌👏🏻I did my own research and came to similar conclusions. I’m investor in $RNU in Australia, and it has started its 🚀 already
I may have missed it, but if the charge and discharge of the battery is due to lithium reacting with the anode and cathode, then how does a polymer coating around the silicon not interfere with bonding?
The polymer is lithium permeable. So lithium ions can pass through them easily. This is the secret sauce finding the polymer with correct properties.
Iy may be that Tesla's dry electrode uses 'Fuel Cell' Nafion from Dupont. Here is a quote from one of my previous patent applications: Nafion® ionomer solution dries on a surface, it forms a membrane or film. However, it is known that this ‘cast-from-solution’ membrane or film is resoluble in water (Analytical Chemistry, 1996, pg. 3793-3796). However, if the dried film is heated to a specific temperature, the molecular micelle structure of the ionomer is inverted and the ionomer film is made insoluble. This molecular restructuring occurs at 284°F (140°C) according to Zook and Leddy (ibid) or at 176°F (80°C) according to Moore and Martin (Analytical Chemistry 1986, 5M, pg. 2569-70).
Noice!
One behalf of all the Ryan's, even the funny ones, you're welcome. ;)
Does Apple know what they are doing with battery “mono cell”?
They certainly have reason to do an internal battery prone environment if they don’t go EV. IMO, if we don’t hear about them building a battery factory, they are probably it going the EV path.
Would Apple make a battery factory for an new car? unlikely. Which manufacturer would work with them on a battery factory where all the capacity already bought up by Tesla and other car companies. At best they will make 10k car if any in 2024-2025.
I imagine it's not actually a monocell pack, just monocell modules, if that makes sense. 100 of them would give you the required voltage
Is anybody else feeling like their entire student loan debt should be allocated to this man?
Lol!
Did yone else just randomly find this video and say oh ok
If post pulverized is a problem in a finished cell, how about pre pulverize it? With what? Electric plasma without permanent damage it in the process.
Pulverisation really just results in the micron particles being reduced to 150nm size, except in a really messy way. Self-contained fragmentisation avoids the problem all together.
If you want to make this full-time, I would recommend not worrying so much about being 100% accurate. What I mean is, we would all enjoy your unfiltered, unresearched thoughts on many subjects related to energy generation. We would love to hear your thoughts on Solar roof, Powerwalls, Megapack projects and new scientific research that is being done in related fields. I think we all love your in-depth videos, but we also would love to hear your take on subjects that don't require hours and hours of work on your part. We like to hear educated guesses as much as we like detailed breakdowns. Just putting that out there from someone who enjoys your videos, but doesn't like waiting for weeks between.
I can't do unfiltered thoughts until I've done the research unfortuately. I feel like I'm one of the few TH-camrs that realise that simply making a comment on a company or technology can have a very negative impact on the lives of people who have devoted their life to their work.
@@thelimitingfactor You on the spectrum by any chance :-) ?
@@thelimitingfactor Stick to your guns, it will pay rewards. However, adjacent to the comment above, your interview content (on & off your channel) is also really engaging. Still true to your comment above but an opportunity to re-use that research knowledge in a new form factor? Personally hearing the same information from you like this helps my understanding & it's always entertaining
Subtitles are wrong during the interview clip.
Oh crap! Good point, I'll fix that.
With supply bottlenecks looming for key Li-Ion battery inputs, some companies will find themselves paying very high costs, making disruptive (interior, but 'cheaper'- at least to them) technologies more attractive. Perhaps this will even drive manufacturing of these technologies at scale well before they are even close to being better than even current tech? Perhaps this might even accelerate timeline of Li-Ion being equalled and surpassed by these disruptors? If that sounds a reasonable scenario, it would be fascinating to hear your thoughts on the likely candidates in future video/s?
Hi Omri! I don't understand the question, could you boil it down?
It should be possible to re-structure pure carbon to graphite. A process like that would solve the scarcity of graphite.
That's how synthetic graphite is made. It's not really a scarcity issue...more of an exploration and mining issue.
👍
Hey. Think we will see this in 4680 vertion 1 ?
EXACTLY! Wait till we see version 3 or 4...
@@thelimitingfactor far guess, but perhaps next gen versions start in the top tier vehicles (more expencive early on) like plaid
What do you think about Apples battery, made by Toshiba?
⣿⣿⣿⣿⣿⣿⣿⣿⣿⣿⣿⣿⣿⣿⣿⣿⣿⣿⣿⣿⡿⠟⠛⠛⠛⠉⠉⠉⠋⠛⠛⠛⠻⢻⣿⣿⣿⣿⣿⣿⣿⣿⣿⣿⣿⣿⣿⣿⣿⣿ ⣿⣿⣿⣿⣿⣿⣿⣿⣿⣿⣿⣿⣿⣿⣿⣿⡟⠛⠉⠄⠄⠄⠄⠄⠄⠄⠄⠄⠄⠄⠄⠄⠄⠄⠄⠉⠙⠻⣿⣿⣿⣿⣿⣿⣿⣿⣿⣿⣿⣿ ⣿⣿⣿⣿⣿⣿⣿⣿⣿⣿⣿⣿⣿⠟⠋⠄⠄⠄⠄⠄⠄⠄⠄⠄⠄⠄⠄⠄⠄⠄⠄⠄⠄⠄⠄⠄⠄⠄⠄⠈⠿⣿⣿⣿⣿⣿⣿⣿⣿⣿ ⣿⣿⣿⣿⣿⣿⣿⣿⣿⣿⡿⠏⠄⠄⠄⠄⠄⠄⠄⠂⠄⠄⠄⠄⠄⠄⠄⠄⠄⠄⠄⠄⠄⠄⠄⠄⠄⠄⠄⠄⠄⠈⠹⣿⣿⣿⣿⣿⣿⣿ ⣿⣿⣿⣿⣿⣿⣿⣿⣿⠛⠄⠄⠄⠄⠄⠄⠄⠄⠄⠄⠄⠄⠄⠄⠄⠄⠠⠄⠄⠄⠄⠄⠄⠄⠄⠄⠄⠄⠄⠄⠄⠄⠄⠘⢻⣿⣿⣿⣿⣿ ⣿⣿⣿⣿⣿⣿⣿⣿⠃⠄⠄⠄⠄⠄⠄⠄⠄⠄⠄⠄⠄⠄⠄⢀⠄⢠⠄⠄⡀⠄⠄⢀⠂⠄⠄⠄⠄⠄⠄⠄⠄⠄⡁⠄⠄⢛⣿⣿⣿⣿ ⣿⣿⣿⣿⣿⣿⣿⡇⠄⠄⠄⠄⠄⠄⠄⠄⠄⠄⠄⠄⠄⠐⡈⢔⠸⣐⢕⢕⢵⢰⢱⢰⢐⢤⡡⡢⣕⢄⢢⢠⠄⠄⠄⠄⠄⠄⠙⣿⣿⣿ ⣿⣿⣿⣿⣿⣿⣿⠄⠄⠄⠄⠄⠄⠄⠄⠄⠄⠄⠄⠄⠄⡁⠂⠅⢕⠌⡎⡎⣎⢎⢮⢮⣳⡳⣝⢮⢺⢜⢕⢕⢍⢎⠪⡐⠄⠁⠄⠸⣿⣿ ⣿⣿⣿⣿⣿⣿⠏⠄⠄⠄⠄⠄⠄⠄⠄⠄⠄⠄⠄⠐⠄⠄⢅⠣⡡⡣⣣⡳⡵⣝⡮⣗⣗⡯⣗⣟⡮⡮⣳⣣⣳⢱⢱⠱⣐⠄⠂⠄⢿⣿ ⣿⣿⣿⣿⣿⣿⠄⠄⠄⠄⠄⠄⠄⠂⠄⠄⠄⠄⠄⠄⢂⢈⠢⡱⡱⡝⣮⣿⣟⣿⣽⣷⣿⣯⣿⣷⣿⣿⣿⣾⣯⣗⡕⡇⡇⠄⠂⡀⢹⣿ ⣿⣿⣿⣿⣿⡟⠄⠄⠄⠄⠄⠄⠂⠄⠄⠄⠄⠄⠄⠐⢀⢂⢕⢸⢨⢪⢳⡫⣟⣿⣻⣿⣿⣿⣿⣿⣿⣿⣿⣿⣿⡺⡮⡣⡣⠠⢂⠒⢸⣿ ⣿⣿⣿⣿⣿⡇⠄⠄⠄⠄⠄⠄⠄⠄⠄⠄⠄⠄⠠⠐⠄⡂⠆⡇⣗⣝⢮⢾⣻⣞⣿⣿⣿⣿⣿⣿⣿⣿⢿⣽⣯⡯⣺⢸⢘⠨⠔⡅⢨⣿ ⣿⣿⠋⠉⠙⠃⠄⠄⠄⠄⠄⠄⠄⠄⠄⠄⠁⠄⠄⠄⡂⡪⡪⡪⡮⡮⡯⣻⣽⣾⣿⣿⣿⣟⣿⣿⣿⣽⣿⣿⡯⣯⡺⡸⡰⡱⢐⡅⣼⣿ ⣿⠡⡀⠄⠄⠄⠄⠄⠄⠄⠄⠄⠄⠄⠄⠄⠄⠄⠠⠈⠆⠱⠑⠝⠜⠕⡝⡝⣞⢯⢿⣿⣿⡿⣟⣿⣿⣿⡿⡿⣽⣷⣽⡸⡨⡪⣂⠊⣿⣿ ⣿⠡⠄⡨⣢⠐⠁⠄⠄⠄⠄⠄⠄⠄⠄⠄⠄⠄⠄⠄⠄⠄⠄⠄⠄⠄⠄⠄⠐⠍⡓⣗⡽⣝⠽⠍⠅⠑⠁⠉⠘⠘⠘⠵⡑⢜⢀⢀⢉⢽ ⣿⠁⠠⢱⢘⠄⠄⠄⠄⠄⠄⠄⠄⠄⠄⠄⠄⠄⠄⠄⠄⠈⠈⠱⣁⠜⡘⠌⠄⠄⡪⣳⣟⡮⢅⠤⠠⠄⠄⣀⣀⡀⡀⠄⠈⡂⢲⡪⡠⣿ ⣿⡇⠨⣺⢐⠄⠄⠄⠄⠄⠄⠄⠄⠄⠄⠄⠄⡀⠄⠄⠄⠤⡠⡢⢒⠦⠠⠄⠄⠄⡸⢽⣟⢮⠢⡂⡐⠄⡈⡀⠤⡀⠄⠑⢄⠨⢸⡺⣐⣿ ⣿⣿⠈⠕⠁⠄⠄⠄⠄⠄⠄⠄⠄⠄⠄⠄⡂⡪⡐⡥⢤⣰⣰⣰⡴⡮⠢⠂⠄⠄⡊⢮⢺⢕⢵⢥⡬⣌⣒⡚⣔⢚⢌⢨⢚⠌⣾⡪⣾⣿ ⣿⣿⣆⠄⡀⠄⠄⠄⠄⠄⠄⠄⠄⠄⠄⠄⡑⢕⢕⡯⡷⣕⢧⢓⢭⠨⡀⠄⡂⠨⡨⣪⡳⣝⢝⡽⣻⣻⣞⢽⣲⢳⢱⢡⠱⠨⣟⢺⣿⣿ ⣿⣿⣿⡆⠄⡅⠇⡄⠄⠄⠄⠄⠄⠄⠄⠐⠨⢪⢹⢽⢽⣺⢝⠉⠁⠁⠄⠄⠄⢌⢎⡖⡯⡎⡗⢝⠜⣶⣯⣻⢮⡻⣟⣳⡕⠅⣷⣿⣿⣿ ⣿⣿⣿⣿⣶⣶⣿⣷⠄⠄⠄⠄⠄⠄⠄⠄⠈⠔⡑⠕⠝⠄⡀⠄⠄⠊⢆⠂⠨⡪⣺⣮⣿⡾⡜⣜⡜⣄⠙⢞⣿⢿⡿⣗⢝⢸⣾⣿⣿⣿ ⣿⣿⣿⣿⣿⣿⣿⣿⠄⠄⠄⠄⠄⡀⠄⠄⠄⠄⢀⠄⠠⠄⠠⠄⠄⠄⠄⠄⠄⠊⠺⡹⠳⡙⡜⡓⡭⡺⡀⠄⠣⡻⡹⡸⠨⣣⣿⣿⣿⣿ ⣿⣿⣿⣿⣿⣿⣿⣿⠄⠄⠄⠄⠄⠠⠄⠄⣂⠄⠄⠄⠄⠄⠄⠄⠄⠄⠄⢄⠤⡤⡄⡆⡯⡢⡣⡣⡓⢕⠽⣄⠄⠨⡂⢌⣼⣿⣿⣿⣿⣿ ⣿⣿⣿⣿⣿⣿⣿⣿⡆⠄⠄⠄⠄⠈⠆⠄⠸⡂⠄⠄⠄⢀⠄⢀⠈⠄⠂⠁⠙⠝⠼⠭⠣⠣⠣⠑⠌⠢⠣⡣⡠⡘⣰⣱⣿⣿⣿⣿⣿⣿ ⣿⣿⣿⣿⣿⣿⣿⣿⡇⠄⠄⠄⠄⠄⢑⠄⠈⡱⠄⢘⠄⡀⠨⢐⣧⣳⣷⣶⣦⣤⣴⣶⣶⣶⡶⠄⡠⡢⡕⣜⠎⡮⣣⣿⣿⣿⣿⣿⣿⣿ ⣿⣿⣿⣿⣿⣿⣿⣿⡇⠄⠄⠄⠄⠄⠄⠢⠄⠨⠄⠄⠣⡀⠄⢀⢀⢙⠃⡿⢿⠿⡿⡿⢟⢋⢔⡱⣝⢜⡜⡪⡪⣵⣿⣿⣿⣿⣿⣿⣿⣿ ⣿⣿⣿⣿⣿⣿⣿⣿⡁⠄⠄⠄⠄⠄⠄⠄⠅⠄⠡⠄⠄⠡⢀⢂⠢⡡⠡⠣⡑⣏⢯⡻⡳⣹⡺⡪⢎⠎⡆⢣⣾⣿⣿⣿⣿⣿⣿⣿⣿⣿ ⣿⣿⣿⣿⣿⣿⣿⣿⣇⠄⠄⠄⠄⠄⠄⠄⠐⠄⠄⠁⠄⢈⠄⢂⠕⡕⡝⢕⢎⢎⢮⢎⢯⢺⢸⢬⠣⢃⣼⣿⣿⣿⣿⣿⣿⣿⣿⣿⣿⣿ ⣿⣿⣿⣿⣿⣿⣿⣿⣿⣧⡀⠄⠄⠄⠄⠄⠄⠄⠄⠄⠄⠠⠨⡐⠌⢆⢇⢧⢭⣣⡳⣵⢫⣳⢱⠱⢑⣾⣿⣿⣿⣿⣿⣿⣿⣿⣿⣿⣿⣿ ⣿⣿⣿⣿⣿⣿⣿⣿⣿⣿⣷⣆⠄⠄⠄⠄⠄⠄⠄⠄⠄⠄⠁⡊⢌⢢⢡⢣⢪⡺⡪⡎⡎⡎⡚⣨⣾⣿⣿⣿⣿⣿⣿⣿⣿⣿⣿⣿⣿⣿ ⣿⣿⣿⣿⣿⣿⣿⣿⣿⣿⣿⣿⣷⣄⡀⠄⠄⠄⠄⠄⠄⠄⠄⠄⠕⡅⢗⢕⡳⡭⣳⢕⠕⡱⣼⣿⣿⣿⣿⣿⣿⣿⣿⣿⣿⣿⣿⣿⣿⣿ ⣿⣿⣿⣿⣿⣿⣿⣿⣿⣿⣿⣿⣿⣿⣿⣦⡀⠄⠄⠄⠄⠄⠄⠄⠄⠄⠌⠄⠑⠩⢈⢂⣱⣾⣿⣿⣿⣿⣿⣿⣿⣿⣿⣿⣿⣿⣿⣿⣿⣿ ⣿⣿⣿⣿⣿⣿⣿⣿⣿⣿⣿⣿⣿⣿⣿⣿⣿⣶⡀⢄⠄⣀⠄⡀⣀⢠⢄⣖⣖⣞⣼⣿⣿⣿⣿⣿⣿⣿⣿⣿⣿⣿⣿⣿⣿⣿⣿⣿⣿⣿ ⣿⣿⣿⣿⣿⣿⣿⣿⣿⣿⣿⣿⣿⣿⣿⣿⣿⣿⣿⣧⣱⡐⡕⡕⡽⣝⣟⣮⣾⣾⣿⣿⣿⣿⣿⣿⣿⣿⣿⣿⣿⣿⣿⣿⣿⣿⣿⣿⣿⣿ ⣿⣿⣿⣿⣿⣿⣿⣿⣿⣿⣿⣿⣿⣿⣿⣿⣿⣿⣿⣿⣿⣷⣵⣽⣸⣃⣧⣿⣿⣿⣿⣿⣿⣿⣿⣿⣿⣿⣿⣿⣿⣿⣿⣿⣿⣿⣿⣿⣿⣿
Just did a livestream
You mentioned you're invested in NVNXF and TLGF.
I would be *really* interested to know in which other battery companies you're invested (and if you're feeling generous, how much in each, in the imaginary currency of your choice - just so I learn the ratios between companies).
Lol, you would need more than that to work out my strategy, like entry cost.
TSLA, Tlgrf, FUV, EMH
@@thelimitingfactor Thank you so so much for this. You didn't have to disclose this info, so I really appreciate it.
BTW, no Novonix position?
@@shaimach I've been in and out a few times. In at .5, out at 1.3. In at 1.05, out at 1.80. I'd get back in now if I had the cash. I'm in the process of moving my investments to the US
A2 milk is looking tempting too!
@@MnrBugi ...EMH... european metals
where is HPQ listed ? what's the symbol? i get URAGF is that correct? it's a penny stock?
That's the one. HPQ.V in Canada. URAGF on the OTC in the US. Website: hpqsilicon.com/purevap-process/
No One Does What ELON DOES.. go TESLA.. TSLA!! I've ordered the tri motor fsd cyber truck..BADASS!!
why can't they impregnate silicon with carbon and then burn it off as a way to control the particle size?
"Oof" - the competition
Except for those using metallic lithium and a solid state membrane...
@@chrisparkin6894 But will they be able to compete on price?
@@mrmichrom8553I suspect it depends on how much cobalt they need to include in the anode. If Tesla can make it without the more expensive elements then they could still come out ahead.
I feel like semantic satiation is setting in on the word "silicon" after watching this. I even managed to BADLY misspell it while writing this comment, lol.
I wouldn't gloss past Nitinol as an option... it has extremely well documented material characteristics from the 70s due to R&D by energy companies at the time to use it to generate electricity and it's use by NASA in a variety of space missions. As part of that, manufacturing processes were characterized including things like inclusion rates, porosity, etc. It should be noted that a small amount of nitinol goes a long way. As for degradation, nitinol has (*certain) self-healing capabilities and upon heat cycling will revert back to it's original shape... since charging cycles will induce heat, this would provide a means of cell self-healing using the material properties at the exact time and scenario where anode degradation occurs. Tesla already deals with Nickel as a raw material and Titanium isn't a huge stretch; combined with the lean amount required (nitinol increases it's strength over heat cycles) it's within consideration. "Fatigue" is mentioned in wikipedia as a concern but this is likely more in extremely high frequency cycling scenarios like where it was being used for power generation. I'm not an expert by any means, but I did homework about nitinol a few years back before purchasing a number of meters of nitinol wire for home lab experiments.
Interesting! Thanks for the insight!
@@thelimitingfactor There's a whole rabbit hole deep dive into nitinol that you can get into, but this video shows that it's well studied at a minimum: th-cam.com/video/8-dCIkJAjyM/w-d-xo.html
In Principle, it would appear that Tesla de-risks development of superior technology by doing the kind of Sciencing that shows the what, how and why things happen optimally for the design, and reiteration of the Principal ideas investment in concept.
How many hours do u put in the research and making of a video in average. 200h??
Oh man, it depends if you factor in all the learning I've done to even begin making videos. I'd say it's probably solidly 60 hours per video.
@@thelimitingfactor WOW! I call that dedication!
Two questions. Is graphite recoverable the way Li is? Is Silicon recoverable the way Li is.?
Yes on both - the question is always cost
@@thelimitingfactor Amazing. Just like the CRISPER technology originated as a consequence of research in a entirely different scientific pursuit, for example, I believe that mining below ground will ultimately be supplanted by "mining" above ground in the form of capture/recycle/repurpose/re-engineer via materials science advances. BUT...the MOST fascinating aspect of this (for me) will be its spillover effect. IOWs, an entirely new and revolutionary economy will emerge in the materials sciences world that impacts ALL EXPLOITED physical resources on the planet. And I believe virtually no one on the planet yet realizes this...YET!
And more than just total life-cycle manufacturing, it will literally be Star Trek like "replicator" technologies at both the consumer and commercial levels - even impacting 3D printing. And I believe we will look back one day and come to realize that it all began with the massive demand manifested by the global push toward electrification and battery storage and the disruptive need for metals like Lithium and Nickel, etc.
Watch this "space"...
Excuse the pun :-)
@@thelimitingfactor Jordan, you may find the two links below fascinating; especially the second, perhaps. Following the asterisk below, is a note I just penned to Howard and Rodney of RKEquity with the same recommendation.
*** Watching you now on recent CRUX interview after their recent Li roundtable with industry players.
--- Would really enjoy hearing Rodney and Howard's perspectives on the inevitable impact of silicon replacing graphite in Li batteries technology...and thus its impact on the entire Li space.---
I ask this b/c I recently reviewed an amazing startups web site and their recent Keynote by their CEO: www.forgenano.com/pald-summit/pald-summit-keynote-presentation-paul-lichty-ph-d-ceo-of-forge-nano/ and this analyst's PALD SUMMIT discussion on silicon industry: www.forgenano.com/mpsc/silicon-anode-symposium/keynote-silicon-anode-overview-us-manufacturers-and-current-state-of-the-art/
Anyone watching Nano One Materials? The stock is booming on speculation that Tesla is evaluating their "one pot process". Also their latest news are great improvement in cobalt free Nickel Manganese cathode. Jordan make some research :)
Been holding since 2016..…. The team and chemistry is solid. Still not sure the business model will succeed.
In the cathode video.... ;)
Elon must have an area 51 source who has access to information that's not just 50 years into the future but 50 years beyond your imagination.