RE:RE:My take on NickelSherritt was supplying some Ni/Co to Panasonic (who supplies Tesla) until July 2018 when Trump decided to put more sanctions on Cuba. A removal of those sanction would more than likely open the door again for Sherritt to sell its products in the U.S.
Here's the old news post ...
https://financialpost.com/commodities/mining/exclusive-teslas-battery-maker-suspends-cobalt-supplier-amid-sanctions-concern