Not so easy to eliminate cobalt., page-2

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philh9

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12/10/20

13:09

Post #: 48025758
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Originally posted by bluesamurai: ↑

No easy task to cut cobalt from batteries“Tesla has been talking about it for a long time, so it is somewhat unsurprising,” Caspar Rawles of Benchmark Mineral Intelligence told the Investing News Network (INN). “To remove cobalt is extremely challenging from a technical standpoint, and I believe the technology is still being developed by Tesla.”The EV maker is on a quest to remove cobalt and increase nickel, which would bring more energy density to its batteries. But more nickel at the expense of cobalt means lower cathode stability, Gavin Montgomery of Wood Mackenzie further explained.“To get around this, ‘novel coating and dopants’ were mentioned,” he told INN. “However, without further details, we are not convinced the problem has been solved just yet.” QUOTE.
A lot of talk but cobalt is imperative for stability in EV batteries IMO

https://investingnews.com/daily/resource-investing/battery-metals-investing/cobalt-investing/tesla-ev-makers-cant-cut-cobalt-yet/

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Hi @bluesamurai

Selling battery ready product will not be the issue IMO. Joe is very careful about what he says publicly, and for good cause, COB will be putting a few noses out of joint and some just cannot opening say they are off-takers potentially because of the tenuous supplies they have now, risking them without guarantees etc.

But Joe has gone as far as telling us that off-take samples will go out to Japan, Korea, India, Europe and here in Australia, how many different ones in total ? who knows, but it is a massive user base worldwide, for all sorts of industrial uses.

Pilot plant on time, finished this year, product available in Feb 2021, this would forever change things.

Cheers
Phil.

COB Price at posting: 9.4¢ Sentiment: Buy Disclosure: Held
8 Upvote

0 Great analysis

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