https://www.youtube.com/watch?v=5GYobz2NSc4

For extreme scaling, Tesla will need extreme volumes of raw materials. The video will explore the battery materials strategies that Tesla can use to maintain a 50% growth rate.

*Timeline*
00:00 Introduction
02:45 Thanks to RK and BMI
03:34 The Materials Challenge
11:32 What I Mean by Strategy
12:12 The State of Nickel
15:10 Explainer:  Agreement Types
16:44 The State of Nickel Continued
18:43 Nickel:  First Five Strategic Lessons
23:11 Lithium:  Three More Strategies
28:47 Recycling as Part of Tesla’s Strategy
32:06 CO2 Emissions as Part of Tesla’s Strategy
32:52 Full Summary and Additional Points