Can Elon be wrong? YES. But can the experts be wrong? Happens all the time.
Tesla tried to get into lithium extraction before and it didn't work.
I think Tesla will eventually get this working, but not sure if its actually gone compete with Western Australian spodumene or Atacama brines.
However I think the process looks pretty promising.
And SpaceX bucked industry opinion hard on many other things as well. People dismissing SpaceX’s rockets as “just the same rockets” have no idea what they’re talking about.
Industry experts dismissed Falcon 1/9, they dismissed Dragon, they dismissed Falcon Heavy, they dismissed landing rockets, they dismissed reusing rockets, they dismissed landing rockets on drone ships, they dismissed Starlink, Raptor, Starship, etc. there’s almost nothing that SpaceX does that wasn’t dismissed at some point by industry experts.
I get that Elon is a bullshitter who occasionally delivers which makes him insanely polarizing, but this feels like a bit of a ridiculous statement.
Landing the first stage of the rocket isn’t the same rocketry.
Excuse me if I could care less what old industry experts have to say - time and time and time and time and time again, he has proven them wrong.
"It's impossible to make electric vehicles work." Really ? What did we drive before ICE engines ? what did humans drive on the moon?
https://www.patreon.com/thelimitingfactor/posts
It will be like a week or so until it will come out.
There is an older video on the topic as well. About Clay mining and potential processes:
https://www.youtube.com/watch?v=SdvE-UA-xw4
https://www.youtube.com/watch?v=YuCK1SJG5gc
And an interview with somebody in the industry: https://www.youtube.com/watch?v=xfffip_4C80
There are certainty people in the industry skeptical of this. No commercial lithium is currently produce from Clay and not with DLE processes. Tesla process will likely require both. While the process Tesla outline is likely possible, if they can do it as cheaply as existing process is questionable.
Other companies work on process along the same line, but generally use ACID instead.
Joe Lowry from Global Lithium Podcast is very skeptical. He is a industry veteran having worked with Tesla in the past as well. If you want to learn about the lithium industry, I would suggest:
https://www.globallithium.net/podcast