OakLeaf
Well-known member
A recent set of articles on how Cobalt might be a limiting factor to large scale Lithium-ion battery production, or at least at the anticipated increasingly lower cost per kWh:
The Supply and Demand Giga-Risk for Cobalt, Lithium and Graphite in Lithium-Ion Batteries:
http://investorintel.com/technology...batteries-three-critical-mineral-constraints/
Cobalt Cliffs – A Bullet Through The Heart of Bloomberg’s EV Hype:
http://investorintel.com/technology...llet-through-the-heart-of-bloombergs-ev-hype/
Tesla: Another Thing To Worry About:
http://seekingalpha.com/article/3957884-tesla-another-thing-worry
Although I've read that the new "2nd Gen LEAF" batteries will be NMC, it's interesting that the original LEAF batteries don't use Cobalt - maybe Nissan was aware of this supply limitation and it was one of the reasons for going with the LiMnO2 chemistry?
Lots of other things going on in battery R&D, so I suspect that ultimately there will be ways around any Cobalt shortages.
The Supply and Demand Giga-Risk for Cobalt, Lithium and Graphite in Lithium-Ion Batteries:
http://investorintel.com/technology...batteries-three-critical-mineral-constraints/
Cobalt Cliffs – A Bullet Through The Heart of Bloomberg’s EV Hype:
http://investorintel.com/technology...llet-through-the-heart-of-bloombergs-ev-hype/
Tesla: Another Thing To Worry About:
http://seekingalpha.com/article/3957884-tesla-another-thing-worry
Although I've read that the new "2nd Gen LEAF" batteries will be NMC, it's interesting that the original LEAF batteries don't use Cobalt - maybe Nissan was aware of this supply limitation and it was one of the reasons for going with the LiMnO2 chemistry?
Lots of other things going on in battery R&D, so I suspect that ultimately there will be ways around any Cobalt shortages.