Haha sorry if I alarmed anyone there but was just thinking about the following scenario:
Panasonic buys Tesla, assuming it could (which is a big "IF" seeing as they have similar market caps now!)
and then buys the Lithium production arm of SQM (the largest lithium producer in the world located in Chile - I estimate their lithium operations to be worth around $1 billion - as are just 10% of their current revenue).
Panasonic then goes on to provide Tesla (now its subsidiary) with cost price lithium and cost price lithium ion cells.
Panasonic (as a whole) then profits on the mark up of the final product (Tesla cars, trucks, planes, trains, boats, etc, etc).
Lithium produced in bulk from the lowest cost producer in the world. Shipped to Panasonic's giga battery factory located across the road from the Tesla factory in California! Sounds good to me.
I wonder what cost price Panasonic could achieve in terms of $/kWh if they were to do this?
Just a thought anyway. Would be pretty cool to see.
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