Fabled Silver Gold Corp T.FCO

Cheap Lithium-ion Batteries for EVs vs. The Cobalt Cliff - S

[notmuchmore]

"As cobalt supplies tighten, cell manufacturing capacity will become less relevant and supply chain security will take center stage. Almost overnight, the negotiating dynamic of the last decade will reverse itself and cell manufacturers that have secure supply chains will find themselves holding the aces. Instead of meekly accepting threadbare profit margins to keep their factories working, cell manufacturers with secure supply chains will be able to say, We cant make more than XXX MWh of cells per year because our supply chains wont support larger volumes. If you want to be a priority customer for our cells, youll have to pay a price that gives us a reasonable profit margin. Heck, we may even see some cell manufacturers pull out their own brass knuckles as they try to recover some of the operating losses and asset write-downs theyve absorbed over the last few years." --------- See more at: https://investorintel.com/technology-metals-intel/cheap-lithium-ion-batteries-for-evs-vs-the-cobalt-cliff/#sthash.iQBVxStR.dpuf