Anyone questioning where …EV's are going best prepare themselves for a stark change ...it's coming and moving in like a frieght train and I don't th8nk there is any question about that.
the demand on BMs and no matter the make up, almost all include some level of cobalt, some more than others. The demand vs supply only gets to be more of a concern as this exponential demand ramps up. As that happens the geopolitical ( China) and ethical situation in the DRC presents added risk to supply lines. Not something that one can put in stone and why it's a risk ..... and which of the end users are prepared to put their future " doubling of revenues " ( like GM) at risk with china controlling the pot of distribution?
the solid solution of supply that FT brings to the table has to be notable to some existing battery manufacturers and or new ones out there and some coming. I am just not seeing away around this potential. Ft fortunes could literally change in the flip of a switch given the hundreds of billions being invested in autos and batteries alone....while the great disconnect continues in cobalts....stay long ride it out.