Good piece here adds to the discussion we have going.
https://qz.com/1588236/how-we-get-to-the-next-big-battery-breakthrough/
As per @Deme & @liner08 energy density tells the tale
ICO is targeted to be in production in 2021/22, and would then be providing Co to EV's as ramp up thru 2025-2030 occurrs.
Cobalt price spike, page-8
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