My thoughts are not influenced by the development of Tesla or Panasonic but purely from a financing angle. I do not understand why people are so hung up over what Elon/Panasonic said recently. Keep an eye out on the Forest not the Trees? I mean, although they are big now, i believe other players will come in an fill the demand from other manufacturers.
You may wish to check out developments in interest rates around the world. (Specifically US)
Elon Musk - 0% Cobalt used in next gen batteries, page-35
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