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Tesla’s LFP battery use impact on cobalt

  1. bluesamurai
    9,077 Posts.
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    05/11/21
    10:47
    Post #: 57338749
    VolumesThe long answer is that due to the expected ~10-20x increase in electric car sales this decade, both LFP and NMC/NCA type batteries will experience accelerating demand. This means the demand for battery grade nickel and cobalt will still increase significantly, just not as much as was previously anticipated. Lithium is likely to be the biggest winner as it is used in all types (LFP, NMC, NCA). In particular lithium carbonate (mostly sourced from brines) will be the winner as the precursor chemical for LFP battery cathodes. QUOTE
    The hype on use of LFP EV batteries is overstated cobalt demand is here to stay IMO

    https://investorintel.com/market-analysis/market-analysis-intel/the-tesla-pivot-towards-lfp-batteries-impact-on-cobalt-and-nickel-markets/
    COB Price at posting: 42.5¢ Sentiment: Buy Disclosure: Held
    Likes Created with Sketch. 2  Upvote
    lightbulb Created with Sketch.  Great analysis
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