My initial takeaway: Nothing in that presentation discounted NNO, and theres a whole bunch of clues that NNO is exactly what they are using. Im not making any grand proclamations…but im feeling good about it.
Clues that stood out
- aiming for pure nickel (LMNO?)
- Removing solvents
- No waste stream
- No sulphates needed
- Aqueous process
- 15% improvement $/KWh
- versatile process(es) (ie. LFP, NMC, LMNO)
- 66% capex reduction (remember shrinking the furnace to 1/3)
Importantly - is there any other public tech that fits this description? It eliminates any talk of the DPMG method from NVX, and VSPC doesnt look in the same league, 6k can be ruled out, etc etc. Either its NNO, or tesla has found something in academia/in-house.
Only NNO is commercially ready of these options.
One very notable omission was the lack of coverage surrounding the million mile battery which im quite surprised by.