Not long ago, the rising price of new energy vehicles triggered by the rise in the price of battery raw materials made many consumers complain. Tesla's Model 3 high-performance version and Model Y long-range and high-performance version have both raised the price by 10,000 yuan.
Recently, Musk replied to "the price of lithium has reached crazy levels" under the "average price per ton of lithium in the past 10 years" compiled by netizens. Unless it chooses to increase procurement costs, Tesla may have to go directly into the mining and refining field on a large scale." At the same time, it is also mentioned that "there is no shortage of lithium itself, it is almost everywhere on the earth, but the speed of mining and refining is very slow."
It seems that Musk is dissatisfied with the soaring price of lithium, but as the leader of new energy vehicles, Tesla has already laid out lithium resources, and in November 2021, Tesla signed a contract with Ganfeng Lithium, agreeing to supply battery-grade lithium hydroxide products to Tesla from 2022 to 2024. In addition, it has also reached cooperation with Australian lithium miners.
But even so, in the face of lithium price increases, Tesla still did not resist, and 3 times in 8 days. The reason is that the sales of new energy vehicles are too hot, the mining speed of lithium ore cannot catch up with the speed of selling cars, and the natural price rises in short supply.
With the impact of subsidies declining and lack of cores, the price of new energy vehicles may also fluctuate. Xiao Daoge believes that while achieving sales success, manufacturers should take a long-term view, strengthen cooperation in the upstream and downstream industrial chains, and take some important resources in their hands. What do you think about this, come to the comment area and talk about it