Ford to Partner with Tesla Co-founder's New Startup Redwood Materials on EV Battery Recycling & U.S. Supply Chain - FutureCar.com - via @FutureCar_Media
Simon Moores on Twitter: "Tesla's Texas Terafactory Hub will condense 80% of the lithium ion battery and EV supply chain on a single site. Saving tens of thousands of miles in logistics
Entrenched Incumbents and Seedling Start-ups in Battery Storage Markets – Innovation Finds a Way | Cleantech Group
Breakdown of raw materials in Tesla's batteries and possible bottlenecks - Electrek
China Will Account For Two-Thirds of the Global EV Battery Value Chain by 2030 - News
Simon Moores on Twitter: "4. Tesla's EV and battery supply chain strategy is the same as China's: control the middle ground It's a misconception that China has all raw materials domestically. Only
Adams Intelligence releases 4th biannual EV batteries and materials report - Green Car Congress
Simon Moores on Twitter: "Now Tesla / LG Chem China lithium ion battery deal out in open, time to revisit our @benchmarkmin chart Major takeaways: - size (capacity) ≤ quality -LG Chem
Tesla teardown finds electronics 6 years ahead of Toyota and VW - Nikkei Asia
Tesla battery director explains the Gigafactory 1 supply chain - Electrek
Tesla's Gigafactory - Strategy for Executives
Where The Money Is In The Electric Vehicle Supply Chain: Part I | Seeking Alpha
Tesla Was the Largest Influencer on the EV Battery Supply Chain in 202