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PLL - Tesla Just Put The Accelerator Down On The EV And Battery Boom
Piedmont Lithium Limited
Tesla's battery targets for Tesla and their targets for the global battery industry to support a 100% EV and 100% renewable energy world in 2030.
20TWh pa of global battery demand in 2030 (10TWh EVs, 10TWh storage) will need 55x more lithium (than 2019 levels), 20x more cobalt, 26x more graphite, and 7x more nickel.
All this should mean that the 2020's decade should be a super-cycle decade for battery metal miners, especially post 2023 as demand surges with EV/ICE parity.