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Wondering where VW is going to source raw materials for all this


Australia is the largest producer of lithium with Chile second. https://www.volkswagenag.com/en/news/stories/2020/03/lithium...


Big issue in Australia is we like to dig things up and essentially give them away internationally.

Fossil fuel companies have a very big say in government decisions. There is a recent change of government, so they'll have slightly less of a say - but still a large amount.

What we really need to do, if we were forward-thinking enough, is value-add our resources. Instead of sending away lithium and buying back batteries, we should develop the capability locally.


Do Australia or Chile have material processing capacity? There is a world of difference between lithium and the sorts of refined powders battery makers use to produce the finished product. Besides Redwood Materials in the U.S., I think that refining capacity is almost entirely in China.


Any ”Gigafactory” built these days likely has a plan for producing raw materials through recycling old batteries. There have been cells produced already with nickel/cobalt/manganese from old cells. Lithium will also be recycled into batteries. See e.g the “Revolt ett” plant in Sweden.

https://northvolt.com/articles/recycled-battery/

I haven’t heard anything about this plant but I’m assuming something similar for this plant.


I have no knowledge if they have all the raw materials secured for the planned capacity. But at least they are publicly on record thinking about it:

https://www.reuters.com/business/autos-transportation/volksw...




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