Wednesday, August 19, 2020 2:44:56 PM
"CATL new cathode material is eontec/liquidmetal. Joint venture is proof. CATL supplies Tesla, VW, Toyota, etc."
While I believe it is Li's intention to bring his ideas to Liquidmetal, and that some of those might be related to the CATL joint venture, I am looking for a more detailed explanation as to why the CATL/Eon jv is proof that "the new cathode material" is something that is both near term and involves LQMT directly.
So...
1. How is the magnesium alloy manufacturing JV related to a new cathode material?
2. Does Tesla have a new cathode material in the works? Or is it an electrolyte? Or is it a solid state battery? Or a magnesium based battery for its Powerwall? Or is it going to start manufacturing itself?
3. What about the battery casing? Is that related to the JV or is it the new cathode material?
I do not doubt the bigger picture. I just seem to have missed the detail that connects Tesla to a new cathode patent from CATL, to its magnesium alloy producing subsidiary, to Eon, to LQMT.
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