Exclusive Interview: Tesla's Scaling Ambitions w/ Nickel Industry CEO (Part 1) ⚡️

If you want to read the reports John mentioned and learn more about the nickel industry: https://www.flynickel.com/

John's Twitter: https://twitter.com/johnlee25893955

Part 2 will be coming in the next few weeks!

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00:00 - The Setup

1:53 - Nickel Mines in the USA

3:51 - Can the USA Become Nickel Independent

5:40 - Nickel Shortages

7:29 - EV Demand Small % of Overall Nickel Demand

8:23 - Nickel Price Action

9:12 - Nickel Supply & Demand Expectations

10:13 - Typical Nickel Contracts

12:03 - Talon Metals and Tesla

12:52 - What Elon Is Doing Is Unusual

14:14 - Tesla's Negotiating Power

17:28 - Tesla's Path to More Nickel Sooner

20:45 - VW Sneakily Making Moves

21:17 - John's Talks With Automakers

22:02 - Tesla's Limitations and Money Up for Grabs

23:49 - Tesla and Vale

24:12 - CapEx Required for Tesla to Start a Mine

25:31 - Tesla M&A Opportunities

27:23 - Nickel Outlook the Next 5 Years

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*Disclaimer: I was a financial advisor with Edward Jones for a number of years. That said, I am not your financial advisor so please always do your own research and do not base your investment decisions on my videos alone.

#TeslaNickelMining #NickelIndustry #EVNickelSupply