Thats a good article.
But I am dubious on all these claims about lowered Cobalt usage with no performance degradation because I think it would of been done long ago if it was possible. Lithium Cobalt was pretty much the first rechargeable lithium cell chemistry invented and it crushes all the others in performance.
Seems just like Elon Musks promise of 20,000 Model 3's per month which he never got even close to.
I seen the increased price of Cobalt doubling charts but I am surprised to see even Lithium also increasing in price as well, but Lithium is rising at a much slower pace.
https://c1cleantechnicacom-wpengine.net ... Prices.png
https://www.reuters.com/article/us-mini ... SKBN1GV0C2
Looking at this article above, it seems clear there is no near-term plan to replace Cobalt, instead, the aim is just to fight harder to secure supplies.
https://www.bloomberg.com/graphics/2018 ... batteries/
To me the whole claim of "theres nothing to see here folks, it will all go away and be fine" sounds way too much like Elon Musk and Tesla production problems.
Cobalt which is synonymous with the color blue is easily visible as shown in this jehugarcia video, as he deconstructs a genuine Tesla 18650 cell. Looks like they use a fair bit of it.