Stellantis CEO: Earth Doesn't Have Enough Raw Material to Meet EV Demand

[Uparms]

Stellantis CEO: Earth Doesn't Have Enough Raw Material to Meet EV Demand

Stellantis CEO: Earth Doesn't Have Enough Lithium For EVs (jalopnik.com)

" We know that we need lithium. We know that we are not producing as much as we need. We have right now 1.3 billion cars (that are) internal combustion engine powered on the planet. We need to replace that with clean mobility. That will need a lot of lithium. Not only the lithium may not be enough, but the concentration of the mining of lithium may create other geopolitical issues.".

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[Gren71]

 

[Lunentucker]

If only there was a cheaper resource right under our feet. Something to carry us for say the next 50-100 years.

 

[ShadowsPapa]

Wow, the guy just isn't keeping up with reality or technology.
With the comments he's making, my guess is he's laying groundwork for a fight against government rules, laws, regulations. He's garnering public support for a future fight is my guess.
New lithium deposits have been found in recent times, India, even the USA, have large deposits recently discovered.
But the better news is that new battery technology is being developed that will reduce the need for some of these materials. There's even a possibility that lithium would be replaced.
There's also talk about going to more PHEVs instead of jumping right into pure EVs.

This guy is doing two things - trying to build resistance to EVs, and, he's not up on new research.

 

[Mr._Bill]

No, he's setting the stage for future price increases that will be blamed on external factors so the consumer won't be upset with the manufacturer. The raises will help bridge the gap so that the EV is no longer a loss leader.

 

[ShadowsPapa]

+

No, he's setting the stage for future price increases that will be blamed on external factors so the consumer won't be upset with the manufacturer.

Yeah, that's an even better thought.

 

[ecidiego]

Wow, the guy just isn't keeping up with reality or technology.
With the comments he's making, my guess is he's laying groundwork for a fight against government rules, laws, regulations. He's garnering public support for a future fight is my guess.
New lithium deposits have been found in recent times, India, even the USA, have large deposits recently discovered.
But the better news is that new battery technology is being developed that will reduce the need for some of these materials. There's even a possibility that lithium would be replaced.
There's also talk about going to more PHEVs instead of jumping right into pure EVs.

This guy is doing two things - trying to build resistance to EVs, and, he's not up on new research.

Been hearing about nanotechnology and strides in battery tech for 20 years. Never happens. Ever. Pure hype and vaporware. Ain't gonna happen in the next 50 years.

Hybrids need to be the future.

 

[314lot]

Wow, the guy just isn't keeping up with reality or technology.
With the comments he's making, my guess is he's laying groundwork for a fight against government rules, laws, regulations. He's garnering public support for a future fight is my guess.
New lithium deposits have been found in recent times, India, even the USA, have large deposits recently discovered.
But the better news is that new battery technology is being developed that will reduce the need for some of these materials. There's even a possibility that lithium would be replaced.
There's also talk about going to more PHEVs instead of jumping right into pure EVs.

This guy is doing two things - trying to build resistance to EVs, and, he's not up on new research.

Actually Carlos is very up on the latest tech and very much in favor of EVs, ie he just he just invested heavily in the eVTOL industry. Just to meet U.S. ev auto demands (as in replace all ICE with ev) requires a world wide increase of 13x for lithium and a 12x for cobalt. That does not include all the other stuff we need lithium and cobalt for nor the rest of the world, just US ev’s.
Then let’s not forget that lithium mines take 4-7 years to come on line, that those mines produce hazardous waste (it’s because of environmentalist concerns that there is only 1 lithium mine in the US), that that hazardous waste is elemental (unlike nuke waste it doesn’t degrade…ever) and that most of the cobalt deposits are in the Congo and controlled by China as is almost all of the processing of the rare metals needed for ev’s.
Carlos has a pretty good idea what he is speaking of.

 

[ShadowsPapa]

Been hearing about nanotechnology and strides in battery tech for 20 years. Never happens. Ever. Pure hype and vaporware. Ain't gonna happen in the next 50 years.

Hybrids need to be the future.

Sorry, a witness said he saw some of the new tech in a Tesla facility - already going into the next generation of their cars. There hasn't been the push in the past like there is now, and first to market with it wins. It's now a race, not just "what-if".
Tesla uses LFP battery technology for the cathodes- nickel and cobalt free.
LG is already ramping up to supply Tesla with other battery tech. The Koreans are way ahead of the game in some areas - they have some of the best technology in the world, and they have limited space, limited resources and extremely dense traffic situations. They've been pushing alternate fuels for a long time. Go take a taxi in Korea - chances are it's not running on gasoline.

The current projections are materials will run extremely tight, if not run out, about 2030.
Tesla says lithium is about 2% of what's in their batteries. They have the rights to mine lithium in one area and have technology they say will extract it more cleanly.

Rare earth minerals are needed for the motors - and Tesla has that covered now, too - new technology for the permanent magnets in their motors are cutting the need for rare earth materials for their motors.

 

[The Welsh Griffin]

I wonder why they called this town "Cobalt". Its all a ploy to sell vehicles. There are warehouses in China full of lithium batteries. They sell electric cars for 12k that cost 50k here. Yes I would rather buy North American. I'm sure if you dont make impulsive buys you will reap the benefits.

 

[314lot]

Canada has 220,000 metric tons of cobalt, less than two years worth at current global consumption rates. And Cobalt was actually a silver mining town until recently.
Carlos is speaking of the global need and if we were to replace all 1,300,000,000 cars with ev’s. With current tech, not some imagined unrealized tech, each ev battery contains 8kg of cobalt. That equates to 10.4 million metric tons to replace every ICE car with an ev. There is an estimated 7.1 million metric tons of cobalt world wide. Therein lies the problem.

 

[The Welsh Griffin]

Well Damn that's alot of cars. Do you actually see us replacing every single ICE engine?

 

[314lot]

Well Damn that's alot of cars. Do you actually see us replacing every single ICE engine?

No, I don’t and the Stellantis CEO was pointing out that we don’t have enough rare earth minerals to do so despite stated goals and what some believe.

 

[Gren71]

im hopeful this points to them pushing hydrogen engines. That tech is just neat

 

[Pescatoral Pursuit]

We have right now 1.3 billion cars (that are) internal combustion engine powered on the planet. We need to replace that with clean mobility.

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