Changing battery technology (even getting rid of cobalt) is way slower than many think. (see BMO capital markets oct 2018 report - too big to post ) Not meaningful before 2025 at the earliest and most likely will still involve Lithium and even if several manufacturers introduce their own proprietary batteries the gargantuan scale and number of players by 2025 will mean any overall transition away from Lithium NMC /811 if happens unlikely to be completed till late 2020's in relation to EV and certain scales of storage.
Changing battery technology (even getting rid of cobalt) is way...
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