Yes, @Jojo84, a lot of links between Tesla, Novonix and Lake.I invested in all these, so I read a lot about them.Tesla is definitely the 800 pound gorilla wrt battery needs. I am not afraid of Lithium ion batteries going out of business any time soon as long as I see that Tesla is heavily investing in this technology.
Yes, Elon confirmed this Monday on the Tesla earnings call that LFP (Lithium Iron Phosphate) batteries will be the majority of batteries he foresees Tesla will use this decade. The other part will be high nickel Lithium ion batteries, he said. Cobalt will disappear from Tesla batteries, which is good because it's mostly mined in the DRC, with lot of child labour.
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