Tesla nickel demandIt looks like nickel will be in high demand for the forseeable future.
Via @tentive on CEO:
As part of its efforts, Tesla also has signed a deal with Korea's L&F Co. to supply high-nickel cathodes that could increase the energy density of its 4680 cells, one of the sources said.
Tesla plans to use a cathode with more than 90% nickel in the next generation of 4680 cells, two sources said. L&F is expected to be one of the suppliers of that high-nickel cathode, another source said.
https://www.ctvnews.ca/autos/tesla-taps-asian-partners-to-address-4680-battery-concerns-1.6308035