#Tesla’s Evolving #Cobalt Nightmare

#Tesla cannot launch a $35,000 Model 3 without a Gigafactory that’s operating at or near its design capacity of 35 GWh per year. That will require about 7,800 tonnes of #Cobalt per year. Tesla doesn’t have a cobalt supply chain that can take almost 10% of global cobalt production away from the companies that are presently using the metal.

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