Why Tesla and GM Are Betting on U.S. Mines Now | WSJ

The U.S. is racing to secure its own lithium and nickel, which is used in battery production for products like EVs and other tech. Today, China produces more than 85% of the world’s batteries. So how is the U.S. pushing to mine battery metals needed for the energy transition and for national security?

WSJ takes an inside look at two projects that are seeking to change the mineral supply chain, the Thacker Pass Lithium Mine in Nevada and the Tamarack Mine in Minnesota.

Chapters:
0:00 U.S. mines
0:49 Supply chain stakes
2:06 Lithium Americas
3:15 Talon Metals
4:37 Challenges

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[GetOutsideYourself]

Wait a second. The Salton Sea in California is not on the USA's largest lithium deposit, but largest in the world.

[gund]

infrastructure bill, CHIPs act, and investing in development of US supply chain for lithium were best investments.

[Mohan-jdfc]

I personally believe that's a good initiative by the US govt.

[YTDataAnalyst]

*YT Quick Survey:* For your shared investing ideas, what do you think will be the next Apple/Microsoft in terms of growth?

[carlos]

I don’t think the problem is extracting it… the problem is the use of water and how to dispose of said water once it is used for its purpose. Is it toxic? And to what extent?

[spacemonk]

We could also stop the embargo on Cuba to buy their Nickel, they have huge deposits

[waltertodd]

Im so glad to see discussions about the minerals supply chain. Its absolutely critical to the American standard of living yet mining is so opposed in the USA.

[RichReportcom]

the US was dominant in the south east Pacific region. But we fell in love with the middle east and thought oil would last forever. Now we're playing catchup

[RCdiy]

When 800V was broken up my reaction was split the battery packs in two. For driving they are in series and charging in parallel.

[ccharles]

The Sultan Sea in So Cal also has TONS of lithium. 😎

[robf]

We are in for a painful near future. Over decades of offshoring and disinvestment we have forgotten how to build many things. Mines, power plants, chip factories, transmission lines, subway systems, shipping are all needed and yet we struggle to produce them. We used to be world class builders in all of these. But we failed to train the current generations on the skills needed for such things and now we will have to slowly relearn. I pray there is the political will to continue these investments when inevitably problems arise and costs balloon. This is unavoidable at first but with enough funds and time we can regain our position as world class builders.

[juliane__]

Mg as byproduct, nice. Its needed in the near future as contruction material. Its not a lithium mine nor magnesium mine, turns out its actually a gold mine.

[gio]

Demand for vehicles will increase when the fed lowers interest rates and/or when MSRP comes down. The whole car market is down, not just EVs.

[jamesjohnson]

Buy LAC now before the price spikes. At $2.78 per share. Its a real value.

[mrclarkson]

Dont forget about Spruce Pines NC !!!
Unique in the world!

[kovbakostia]

@wsj I noticed that in one of your recent videos, the map inaccurately depicts Crimea as part of Russia. I would like to kindly remind you that Crimea is internationally recognized as part of Ukraine. This depiction might unintentionally convey incorrect geopolitical information to viewers. Could you please consider updating the map to reflect the accurate status in line with international law? This would greatly enhance the accuracy and reliability of your content.

Thank you for your attention to this matter.

[Yes]

Ok, so when I click a YouTube link that you recommend only to find out it just happens to be behind a pay wall it makes me never want to watch your videos.

[gregpalmer]

I think the graph periods were chosen to deliberately mislead.

[dhickey]

It's interesting to note the more permits and roadblocks to getting EV batteries into production means a longer wait to exit fossil fuels. It doesn't mean energy production isn't increasing.

[Dan.]

How many degrees with the earth be cooled if we dig up all the Lithium??