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As early as 2010, the concept of 'cobalt free' had already been proposed by Tesla. But until now, there has been no large-scale cobalt free battery market, and the proportion of battery technology has not increased. Why has "cobalt free" not been achieved yet? What exactly are the bottlenecks encountered?
Where is it difficult to go to cobalt?
Under the rapid development of new energy vehicles, the demand for lithium, nickel, and cobalt in the entire industry will further increase. However, regarding cobalt, global mineral reserves are very limited and concentrated in the unstable African country Congo. The supply and demand pattern of cobalt has shifted from surplus to shortage.
In the ternary system, cobalt can play a role in stabilizing the material structure. The addition of cobalt content can effectively reduce cation mixing and reduce material impedance, especially in improving the electronic conductivity of materials, improving rate performance, and reducing the internal resistance of cells, which has irreplaceable uses.
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