No agreement here, banter thread must have got boring.
Elon also said he was taking the company private.
" Tesla is using a slightly different chemistry in its cathodes, opting for lithium nickel cobalt aluminium. No other automaker is going down this road. The average Tesla could have between 6 and 9kg of cobalt, says Rawles, whereas many carmakers will blend NMC cell types but perhaps use twice that amount of cobalt per car. This helps explain why analysts Wood Mackenzie estimate that there will be four-fold demand for cobalt for electric vehicles by 2020 and eleven-fold by 2025."
Solid state batteries?
Lthium polymer?
I think NMC is the way forward, otherwise china would not be gearing up all of their giga factories to produce them.
https://www.benchmarkminerals.com/nickel-v-cobalt-the-secret-ev-battle-for-the-lithium-ion-battery/
NICKEL V COBALT: THE SECRET EV BATTLE FOR THE LITHIUM ION BATTERY
For those newer to the battery industry, 811 quite simply stands for 8 parts nickel, 1 part cobalt, 1 part manganese. It is the natural evolution from the traditional 111 chemistry (equal parts of each), 523 (5 parts nickel, 2 parts cobalt and 3 parts manganese) and 622.
A word of warning: common error is to use the non-Chinese initials of NMC which would incorrectly point to 30% cobalt content in 523.
While there is much excitement over the high nickel chemistry, which brings with it higher energy density and a much bigger demand profile for nickel suppliers; the reality is that NCM 811 has not yet fully arrived and is some years away from having a major impact.
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