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Yep. Battery day was never going to be about cobalt. The main...

  1. elcappo
    310 Posts.
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    23/09/20
    10:06
    Post #: 47555223
    Yep. Battery day was never going to be about cobalt. The main selling points needed to be $ per GW so it needed to take a back seat.

    Nickel demand is going to fly and cobalt demand will still grow regardless.

    Can’t see Tesla buying raw Nickel for some time yet.
    Last edited by elcappo: 23/09/20
    AUZ Price at posting: 1.7¢ Sentiment: Hold Disclosure: Held
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    lightbulb Created with Sketch.  Great analysis
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