During the first half of this year, Tesla continued to ‘lead the pack’ by battery capacity deployed onto roads globally, deploying more watt-hours into newly sold EVs than its six closest competitors combined.Seven cell suppliers globally (CATL, LG Energy Solution, Panasonic, Samsung SDI, BYD, SK Innovation and CALB) were collectively responsible for more than 90% of all battery capacity and battery metals deployed onto roads globally in passenger EVs in H1 2021.During this period, CATL deployed 253% more watt-hours of battery capacity onto roads globally than the same period the year prior, translating to a 238% increase in lithium, 185% increase in nickel, and 170% increase in cobalt deployed onto roads over the same period. QUOTE
COB in prime position as market grows stronger IMO
https://www.mining.com/global-passenger-ev-registrations-more-than-double-in-a-year-adamas-report/
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