https://minerals.usgs.gov/minerals/pubs/commodity/cobalt/mcs-2017-cobal.pdf


Doesn’t sound like there is a problem to me. 

Sent from my iPhone

> On Jan 4, 2018, at 5:00 PM, Michael Ross via EV <ev@lists.evdl.org> wrote:
> 
> You don't have to look very far to get a grip on the supply difficulties
> that are here already. Tesla hasn't come close to their minuscule 500,000
> vehicles a year goal and the existing market for battery materials is close
> to tapped out.
> 
> Build up of mining capabilities will inevitably happen, but it will not be
> fast and there are orders of magnitude more needed just to handle cells for
> vehicles.
> 
> And we are saying that batteries for grid storage is "there?" Not a chance.
> 
> https://electrek.co/2016/11/01/
> *breakdown-raw-materials-tesla-batteries-possible-bottleneck/*
> <https://electrek.co/2016/11/01/breakdown-raw-materials-tesla-batteries-possible-bottleneck/>
> 
> Cobalt is sourced only from the Congo. This supply chain is very tenuous.
> Cost in this article is said to be $27,000/tonne.
> 
> The article did not tally the mass of cobalt in a Li ion cell.  Musk is
> most worried about Co supplies.
> 
> <goog_745312217>
> https://techcrunch.com/2017/01/01/*no-cobalt-no-tesla/*
> <https://techcrunch.com/2017/01/01/no-cobalt-no-tesla/>
> 
> http://www.co27.com/cobalt/about/
> 
> <http://www.co27.com/cobalt/about/>
> " <http://www.co27.com/cobalt/about/>The Tesla Model S uses a 95 kWh
> battery pack which contains *14.9 kg of cobalt per vehicle.*"
> 
> "The global *cobalt market was in a supply deficit in 2016* for the first
> time since 2009"
> 
> http://benchmarkminerals.com/
> *elon-musk-our-lithium-ion-batteries-should-be-called-nickel-graphite/*
> <http://benchmarkminerals.com/elon-musk-our-lithium-ion-batteries-should-be-called-nickel-graphite/>
> 
> https://www.theguardian.com/environment/2017/jul/29/electric-cars-battery-manufacturing-cobalt-mining
> 
> 
> 
> 
> On Thu, Jan 4, 2018 at 5:19 PM, Michael Ross <michael.e.r...@gmail.com>
> wrote:
> 
>> You did not run any numbers.  The mining implications are paramount.
>> 
>> Recycled EV batteries won't make a dent.
>> 
>> 
> -- 
> Michael E. Ross
> (919) 585-6737 Land
> (19) 901-2805 Cell and Text
> (919) 576-0824 <https://www.google.com/voice/b/0?pli=1#phones> Tablet,
> Google Phone and Text
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