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wichtig, da alle Elemente, an denen Mangel herrschen wird, auch für die EU aufgezählt und bewertet werden.
Ex-Tesla engineer says solid-state batteries are a 'False Hope'. We know that because of a white paper he released with the other co-founder of Sila Nanotechnologies, Gleb Yushin. In that document, both men also predict that the future lies in lithium-ion. They believe it will reach a price of $50/kWh in the next five to ten years. That would happen with the help of two new kinds of cathodes, based either on metal fluoride or sulfur. The white paper says that pairing them with silicon anode may lead to the $50/kWh price by 2030 and $30/kWh by 2040. Also, according to the paper, solid-state batteries face several technical difficulties that would be very challenging to overcome. Apart from dendrite formation, their solid electrolytes would be prone to micro-cracking, for example.
finally, we view Tesla's 2030 production target, of three terawatt hours of battery capacity by 2030, as a positive for lithium demand. This translates to roughly 2.7 million metric tons of lithium demand, which is 9 times 2019 lithium demand. This is also 800,000 metric tons above our global 2030 lithium demand forecast of 1.9 million metric tons, which includes Tesla and other battery producers. Even if Tesla was to produce some lithium, we think greater demand would sop up the new supply, leaving our long-term lithium price forecast intact."
EU sounds alarm on critical raw materials shortages. The EU estimates that to meet its climate neutrality goal, it will need up to 18 times more lithium and five times more cobalt in 2030. The forecasts rise to 60 times more lithium and 15 times more cobalt by 2050.
Striving for green recovery, EU adds lithium to critical materials list.
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