Another poster kindly linked this article elsewhere today. Says...

Another poster kindly linked this article elsewhere today. Says BYD and GM dumping the cobalt cathode for iron phosphate. Said to last 3x recharging cycles at 10% less energy density. That compromise is a no brainer really, if it's true. So there goes my cobalt pipe dream up in smoke. Found it difficult to find an angle to play anyway.  But still a bullish price scenario with demand from other battery manufacturers and the politics of the Congo and the Philippines.

http://www.kitco.com/news/2016-04-28/BYD-changing-the-game-for-lithium-and-cobalt.html