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Battery Prices Will Continue to Go Up, but How Much Cobalt Do We Need?
I think Tesla's demand of cobalt will continue to go up as a whole, but the percentage amount going into their vehicles will reduce over time. So then that's just a symptom of how fast the battery market is growing and how much raw materials Tesla needs. I don't have any issue with cobalt. There's this stigma around it because of the way a lot of it's been resourced. But in terms of, inherently, there's nothing wrong with cobALT. It's expensive, but is it a raw material that we can use in batteries? So we can get our hands on it. And if we can turn those into battery cells and make it a profit on it