During today’s May 2nd conference call, Elon mentioned that they are moving away from using Cobalt in their cells and might end up at very little Cobalt. I have no idea what chemistry they will be using instead....
Goodbye may be a bit of an overstatement, however it is good to see that they are recognizing the supply issues with cobalt and moving to lessen their usage of it. They're still using a Nickel-Cobalt-Aluminum cathode chemistry though, so they'll need some cobalt.
I would ignore what Elon says there, as he frequently exaggerates. JB's message is great though.
On one hand you say not to ignore elon's statements, but in the next line you point out where one of his statements should have been ignored.I said disagree, just because I wouldn't _ignore_ it. Elon Musk's statements should be taking as somewhere in the range [hyperbolic,lying).
My rule is that when Elon Musk says "will" it should be read as "will try to". Similar case here.
But yes, JB's statement is useful. Taken together with the "Supercharging won't be 350kW*" statement, it really points to Tesla's emphatic focus on driving down battery cost.
* To all those people who got excited about the "children's toys" tweet: I told you so.
This time the Wiki is 100% wrong. Chevrolet is still Cobalt-laden, however distasteful that might be for those of us who ride them as Taxis: