With Tesla signing a new contract with Glencore as well as a 3 year pricing deal with battery cell maker Panasonic a shift in supply is under way. As for all the other EV automakers they will be out to secure their own source of cobalt as the market grows expediently IMO.
https://www.reuters.com/article/us-tesla-panasonic/tesla-signs-three-year-pricing-deal-with-battery-cell-maker-panasonic-idUSKBN23N3I2
Tesla’s new cobalt deal with Glencore., page-3
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