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 <firstname.lastname@example.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
> And we are saying that batteries for grid storage is "there?" Not a chance.
> 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.
> " <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"
> On Thu, Jan 4, 2018 at 5:19 PM, Michael Ross <michael.e.r...@gmail.com>
>> 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
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