Tesla’s Cobalt usage reduced 20180516

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Panasonic reduces Tesla’s cobalt consumption by 60% in 6 years …

… but cobalt supply challenges remain

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Tesla has given a rare indication of the relative proportions of the raw materials used in the new format 2170 cylindrical lithium ion battery cells for Model 3.

Tesla has long been a proponent of nickel-cobalt-aluminium (NCA) technology developed by Panasonic in Japan, which goes against the grain of a nickel-cobalt-manganese (NCM) focused electric vehicle (EV) industry.

Tesla’s CEO, Elon Musk, stated yesterday that: “The cobalt content of our Nickel-Cobalt-Aluminium cathode chemistry is already lower than next-generation cathodes that will be made by other cell producers with a Nickel-Manganese-Cobalt ratio of 8:1:1″.

The statement was to explain that Tesla’s batteries were drastically reducing their dependence on cobalt.

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