Exclusive Interview: Tesla's Scaling Ambitions w/ Nickel Industry CEO (Part 1) ⚡️
发布时间 2022-08-14 14:00:21 来源
摘要
If you want to read the reports John mentioned and learn more about the nickel industry: https://www.flynickel.com/
John's Twitter: https://twitter.com/johnlee25893955
Part 2 will be coming in the next few weeks!
My brokerage of choice: https://www.interactivebrokers.com/mkt/?src=electrifiedy&url=%2Fen%2Findex.php%3Ff%3D1338
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00:00 - The Setup
1:53 - Nickel Mines in the USA
3:51 - Can the USA Become Nickel Independent
5:40 - Nickel Shortages
7:29 - EV Demand Small % of Overall Nickel Demand
8:23 - Nickel Price Action
9:12 - Nickel Supply & Demand Expectations
10:13 - Typical Nickel Contracts
12:03 - Talon Metals and Tesla
12:52 - What Elon Is Doing Is Unusual
14:14 - Tesla's Negotiating Power
17:28 - Tesla's Path to More Nickel Sooner
20:45 - VW Sneakily Making Moves
21:17 - John's Talks With Automakers
22:02 - Tesla's Limitations and Money Up for Grabs
23:49 - Tesla and Vale
24:12 - CapEx Required for Tesla to Start a Mine
25:31 - Tesla M&A Opportunities
27:23 - Nickel Outlook the Next 5 Years
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*Disclaimer: I was a financial advisor with Edward Jones for a number of years. That said, I am not your financial advisor so please always do your own research and do not base your investment decisions on my videos alone.
#TeslaNickelMining #NickelIndustry #EVNickelSupply
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