Vertical integrationFor those who dare dream. Tesla could be one of the invested partners in PE.V.
This presentation explains their strategy, which make the dream more likely.
https://www.youtube.com/watch?v=s73nWTefuUM
Good point on cobolt also, apprently Tesla chemestry only use 3% of cobalt compared to other manufacturs.
They do expect lithium prices to come down in future as supply catches up with demand, but that is surely not before 5-10 years from now.
Just for those who wish to hear the point of view from the biggest lithium consumer