JB Straubel on Tesla, Redwood Materials and Building a Better Battery Supply Chain
HTML-код
- Опубликовано: 16 июл 2023
- Demand for lithium ion batteries is expected to grow 500% by 2030, and the race for raw materials is on. Lithium mines around the world are opening or expanding, while children as young as six in the Congo carry sacks of cobalt-laced rocks on their backs for less than $2 a day. Recycling presents promising opportunities, yet before millions of batteries can be recycled, they have to be made in the first place. At the same time, advances in battery chemistry continue to be made, and it’s not hard to imagine a near future when batteries don’t require lithium or cobalt at all. What’s the state of battery technology? And with demand ceaselessly increasing, how can we ever get to a truly sustainable supply chain?
JB Straubel co-founded Tesla Motors and spent fifteen years as its Chief Technology Officer. Now, he heads Redwood Materials, a company dedicated to creating a circular battery supply chain in the U.S.
Join Climate One Host Greg Dalton in person with JB Straubel as we explore what it will take to build a better battery supply chain and electrify the world.
You can view the full podcast episode based on this live show, featuring additional commentary from Aimee Boulanger, on our podcast page: • Video
JB, Elon and a small team of geniuses deserve the gratitude of billions of humans
It's unfortunate that the general intelligence of a human collective appears to be inversely proportional to the size of that collective?
Absolutely... if we surviv3 the 6th mass extinction They will be our heros. Imho anyhowm
The best why to say ‘thank you’ is to buy a small amount of Tesla stock. This will make the company stronger by having shareholders that love the company. This will protect Tesla against the bankers that want to manipulate Tesla stock.
And the 100,000+ amazing engineers they recruited to with them, realistically.
Interview with JB Straubel starts at 21:58.
Thank you. 🤷🤦.
>17 minutes of music first
We've trimmed down the live stream to start when the show starts!
“Battery recycling…the ultimate energy security” JB quote of the interview
The trick is to make the next generations of products using the cells more efficient as the cells currently in use are recycled.
It's the double S Curve again.
waiting to invest into this and go BIG.. Mining will make up less than 25% of battery production in the decades ahead of us. Recycling and reusing will be larger. Need to get more Redwoods out there and get this going.
JB a co-founder of Tesla is so important for the success of Tesla and what finally has led to the auto industry changing to making EVs. Thanks JB and Tesla.
Thanks for all your skill and love J.B.
JB did well to navigate the hosts bias and main stream narratives.
The best interviewers don’t show their political biases, whatever way they lean. JB handled this poor display exceptionally.
Did you consider that his position is similar?
@@rogerstarkey5390I doubt JB’s position is that clean industry should be crippled in the US by elevating far left social policies over the goals of creating a clean energy system.
Do we hire much more expensive union workers, or make recycling affordable? Do we hire based on a race quota system, or pick the best worker?
Exxon must get wet watching the left attack JB.
@@rogerstarkey5390we don’t know. And that’s the way it should be during this interview.
As one of the founders of Tesla, JB Straubel is transforming the whole battery recycling industry. This is massive.
He is not a founder!
@@niederrheiner8468yes he is..
Explain
JB return to Tesla is great news! He seems to be a very smart and knowledgable person with integrity, paying attention to details and solving immediate problems in a blink of an eye. Much appreciation for confounding Tesla!
With FSD adoption, smart battery recycling, solar charging the world vehicle fleet would continue to steadily grow from the current 1.5 bln units (population is 8 bln). There is still a lot of potential for the fleet’s growth!
The biggest user of cobalt is mobile phone batteries. The LFP does not use any and Tesla has been reducing or eliminating it even in NMC batteries.
You need to supply attribution as there are many myths circulating unchallenged.
If you take the Cobalt Institute as a reliable source and look at the report generated by Benchmark Mineral Intelligence - portable devices used 30% and EVs 40% in 2022.
Of greater removable from reality, I see many hysterical shoutings from the great uninformed that petroleum refining uses the most Ccatalysts,
Cobalt Institute - Cobalt Market Report 2022.
The moderator tried to get to cobalt a few times but JB didn't even react 😂
Governments and the public must start requiring all manufacturing to strive for a circular use of all products!! We cannot just use up the earth. Think about our children children in 100 years what will they have how will they be living??
18:47 intro, housekeeping 22:01 JB. You're welcome. 😉
It is inspiring. Thank you for your essential contribution J.B..
If it is now economic to recycle 95% of battery materials and mining is currently at a scale that supports current production and we are currently producing 10% as many batteries as we will be producing... then future steady state mining capacity requirement would be 50% of what it is now, not 0%. There are many variables. Maybe we will only be producing 5 times as many batteries (compared to now) in the future because of the higher utility of robotaxis, maybe the economic efficiency of recycling will go to 99%. If these two things were true we would still need 5% of the current mining capacity, closer to zero but not zero (but still a good thing). Maybe batteries will be made of something else, but this math stays the same for that something else (unless that material has a large inventory in non-battery items available for recycling).
1:07
JB essentially said
"If We (in this case the US) don't get out heads out of.... someone else will take over"
Amazing interview, lots of information.
We need to work on scaling current clean technologies AND researching and manufacturing new technologies. Both. If we scale now, that helps reduce emissions now. If we work on cheaper better alternatives that reduces emissions later. The people who work on these two approaches are different people so there isn’t much of a trade off.
It is funny to hear people talk about how far battery minerals need to be shipped when oil, in huge quantities, is shipped around the world all the time. Of course one wants to minimize the shipping cost of battery minerals. But if we can ship oil, we can ship battery minerals.
Every analyst should be forced to listen to this discussion so they understand the complexities of the EV adoption.
JB. Look at Nano One Materials Corp. - Changing the way the world makes battery materials.
Super!
33:35 JB showing true humilty in his summary of why he left tesla in 2019.
21:35 Start >>> JB Straubel
The brand has been damaged = Elon doesn’t conform with our woke ideology. 😂
I've said elsewhere, you haven't worked out that every policy and product that Tesla and Redwood are in pursuit of is what you would call "woke"?
(Your definition is completely wrong, which isn't surprising)
.
They're pushing towards an end game of social equality, not capitalist oneupmanship.
.
Go somewhere quiet, write a list of their products and technologies, think about what happens when they win (they will win).
I doubt it conforms to your "ideology".
😁
A message to unions -- do NOT protest against sustainable industries, become the champions of the transition to sustainability.
must watch
~19:45: It is true that some groups of indigenous people inhabited the area around San Francisco bay for a long time before being disrupted by a territory hungry aggressive outside culture. This is also true of each area of not only the Americas but of all of the rest of the world, including Europe. Originally all cultures were hunter gatherer, living off the land. That is because it required only rudimentary technology (things like stone tools and the ability to make clothing and shelter from animal, plant and natural resources without "industrial" processing) and the natural world had enough carrying capacity to support the population. They were our co-travelers independently surviving and usually warring with their neighbors at least occasionally , and they were our ancestors and in very isolated places our neighbors today.
It is highly questionable to assert that such cultures "were stewards of the natural environment" because they did not possess the ability to affect the environment in a significant way. It has always been tempting to attribute greater moral values to those who were at earlier stages referred to ethnocentrically as "noble savages", but a more accurate description would be "more innocent". Not completely innocent though, still competing for resources where there was overlap, still dominating others at times as they could.
They are our brethren, deserving of human dignity, appreciation for the attributes of the reality of their culture and inclusion now in the current state of the world, but no more stewards than you or I. This bit of verbal trickery is politically correct, but at it's core is an untruth and the modern equivalent of the long discredited phrase "noble savage".
A little bit confused why JB didn't correct the gentleman's question from the audience re: chinese monopoly on mining, refining, etc. China 🇨🇳 does NOT have a monopoly on mining, refining etc. China has significant control over refining & touches 70% of global lithium trade. However they aren't geographical gifted with lithium resources (lepidolite sux). I'd hoped to hear correct this often miss stated & incorrect reporting on global lithium trade.
Why do batteries Fail,.?
Engineer Out the Failure.❤
wanted to like this for JB, but the in-your-face virtue signaling just got too potent... sorry JB.
Why does Greg Dalton make a point of bashing Tesla and Elon? What is his agenda?
Promo SM
diversity? inclusion?...who cares. you just hire competent people and go for it. this idea that any of elon's or jb's companies would be racist/misogynist...etc...is absurd. i've seen the group photos of tesla and space x employees and it is hyper-diverse. anyway...robots will solve most of this bs.
when asked about the loss of jobs and retraining...jb wants to say "robots" but can't.
Amongst all the woke bs, land acknowledgment might be the most hypocritical of them all. 🙄
As for "Land acknowledgment", you haven't noticed the new Tesla facilities on indigenous land, circumventing the attempt by corrupt capitalists to hamstring Tesla sales?
.
Thought not.
You're going to find out soon enough that Elons' politics are not Left or right, but, "What we're doing is important. Are you with us, or against us? You won't stop us, you choose"
People buy a car.. don't even know what they bought
The host is too political. Ever notice that the ones complaining about diversity, inclusion, etc have never built a manufacturing company?