Before we can understand Tesla's battery supply, we first need a forecast in hand for total global battery supply to 2030 that includes both lithium and sodium ion batteries. Today, I'll walk you through that forecast, along with the caveats, and in the next video we'll look at what all that means for Tesla.

This is Part 4 of the global lithium supply chain video.

Part 1:    • Will Refining be the Bottleneck for L...  
Part 2:    • Are Global Lithium Supply Forecasts A...  
Part 3:    • Lithium Supply by Country:  Where are...  

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Timeline

00:00 Introduction
01:02 Thanks, Credits, and Sources
04:33 Global Lithium Supply Forecast
09:30 The Forecast for Sodium Ion Batteries
13:33 Combining the Li & Na Battery Forecasts
15:55 Closing Credits

Intro Music by Dyalla: Homer Said