Hi @RiC088
He has in-fact said cobalt is out in three previous presentations, if history is a guide he will perhaps use these words pointed out by PV Mag**
**Look for Elon Musk to use some of the following battery-day terms as he charts out the future of Tesla’s power some powertrains and stationary storage performance.
**Get your bingo cards ready.
Exponential: a Musk favorite
Breakthrough: legally mandated to use this word
Million-mile battery: There were reports that CATL and Tesla’s Dahn group were working on a million-mile chemistryPlaid Model S with new powertrain, larger battery, three motors and a revamped chassis. Faster than the Ludicrous version.
Anode, cathode architectures “It will blow your mind”
Battery management system applied to powertrain or otherwise
Solid-state batteries and electrolyte development
Sub-$100 per kWh battery Cobalt–free chemistry:
Elon said:-
“My top advice really for anyone who says they’ve got some breakthrough battery technology is please send us a sample cell. Don’t send us PowerPoint, just send us one cell that works with all appropriate caveats. That sorts out the nonsense and the claims that aren’t actually true"
That gives a taste that this battery tech is a lot harder than many think. Nothing will stop Battery Day breakthroughs again this year, its all good fun and good for the whole industry, much as Job's Apple Day was good for communications, I am fairly certain that whatever COB are able to produce at Broken Hill will be bought by a multitude of takers IMHO.
Cheers
Phil.
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