#Tesla vs #Volkswagen vs #BYD – battery power, #Lithium, #Nickel, #Cobalt use
Tesla deployed 27% of the world’s battery nickel, despite the fact that overall LFP accounts for more than a quarter of the kWh hours in all of its vehicles sold last year. Tesla still does not sell LFP-powered models in North America.
Despite selling half the number of BEVs than Tesla, thanks to the absence of LFP in its line-up, Volkswagen deployed more cobalt and on a relative basis more metals across its brands. That’s in part due to high-performance vehicles like the Porsche Taycan and Audi e-tron, some of which come equipped with higher nickel NCM batteries where cobalt can represent up to 20% of the metal mix.