Saturday, March 23, 2024 6:09:52 PM
Some of my notes:
From Mine to Electric Vehicles
Chinese electric vehicles from a variety of companies will be 20-40 cheaper than their European rivals.
An electric car is essentially a computer on wheels. It needs a lot of IT and a lot of critical raw materials.
Those are two things that China has in large quantities.
Electic Vehicles (EV):
- Require 6 times or more critical metals than a current internal combustion car
- The battery contains LI, Co, Ni
- The motor requires rare earth magnetic materials
- EVs require more than a mile of copper wiring, from ~40 Lbs to ~160Lbs
The first step is the mining and concentrating the ore. This is usually done at or near the mine site.
Then the "ore concentrate" is shipped, often half way around the world, to a plant that processes the ore concentrate into the metal itself.
Unfortunately China, over the last few decades, has invested in the ore bodies around the world and the have also invested in ore processing plants. Now China dominate in the processing of the world's ore concentrates:
- 58% Li
- 65% Co
- 35% Ni
- 40% Cu
- 87% Nd and other Rare Earths
Certainly emphasized the advantages of underground mining instead of an open pit.
Would like to remove the comments about the land sinking because of the mining.
Current state of batteries is that China dominates the production with 77% of world supply.
Battery manufacturing capacity in Europe is growing with 5 countries in the top 10 world wide.
- 77% China
- 6% US
- 6%Poland
- 8% Balance Europe
Full documentary – Made in Europe: from mine to electric vehicle (~ 1 hour).
https://www. youtube. com/watch?v=Qm5YiUgkJew&t=137s
(Edit out the blanks and then copy & paste the link)
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