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Exactly. Most of the cobalt free batteries materials come from america. And will increase as more demand is made.true. one of the many reasons that Lithium iron phosphate is going to be the most common chemistry. Cobalt and nickle will be for the highest density needs. sourcing materials for lfp wont be an issue and way cheaper.
tesla had a huge presentation on it in 2019 or 2020. America could be a self sufficient battery provider.
supply is only low Because of covid and mines havent ramped up yet. Plenty in the ground
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