Good story guerilla, Elon Musk has achieved his aim to kickstart the EV industry, in doing so the market has outgrown Tesla powering on with huge cobalt demand. If cobalt use by Tesla is reduced to much he risks a recall if combustion fires return. Cobalt's whole purpose is to allow higher energy from batteries while preventing runaway outages that produce fires. One mistake would spell the end of Tesla , I don't see him going that road.
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Cobalt price: automakers waking up too late., page-10
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