Von Trippenhof
New member
The human rights issues around cobalt sourcing are horrendous, however unlikely to be for long. CATL and Svolt (two of the big Chinese battery makers) have both announced their new generation of cells that are entering production now are cobalt free. And they are managing to be cheaper and higher capacity to boot. Tesla is making a fuss about it, but apparently they are supplying to a large European oem too.
To remain a little cynical, and I?m extrapolating a bit from the related semiconductor industry I work in, but I suspect this isn?t driven by the human rights as on the PR releases. Unlike petrochemicals where you have to dig them up where you find them, with sufficient investment, research and incentive alternative chemistry can be found. China has various five year plans to end dependence on other countries for tech. Not needing to bring cobalt over from Africa would fit with that. And China?s rep for human rights isn?t exactly storming.
To continue the human rights-batteries story... To up supply to European OEMs, Svolt are planning to build a factory in the EU, to allow them to take advantage of the better EU tariffs for made in Europe goods. The factories will need to meet western expectations for workers rights.
Before I come across as too evangelical, I think that in all of this, the unsustainable part is that everyone has a private magic metal box that can transport you wherever you want at high speed. However you slice it, that has a cost, either on the wallet of the user today, the environment tomorrow or the life of some poor sod digging up stuff. It?s all about balance and as I think someone said higher up, just swapping pistons for batteries is the least imaginative way of achieving that.
Thing is, I really like swanning off for weekends away.
To remain a little cynical, and I?m extrapolating a bit from the related semiconductor industry I work in, but I suspect this isn?t driven by the human rights as on the PR releases. Unlike petrochemicals where you have to dig them up where you find them, with sufficient investment, research and incentive alternative chemistry can be found. China has various five year plans to end dependence on other countries for tech. Not needing to bring cobalt over from Africa would fit with that. And China?s rep for human rights isn?t exactly storming.
To continue the human rights-batteries story... To up supply to European OEMs, Svolt are planning to build a factory in the EU, to allow them to take advantage of the better EU tariffs for made in Europe goods. The factories will need to meet western expectations for workers rights.
Before I come across as too evangelical, I think that in all of this, the unsustainable part is that everyone has a private magic metal box that can transport you wherever you want at high speed. However you slice it, that has a cost, either on the wallet of the user today, the environment tomorrow or the life of some poor sod digging up stuff. It?s all about balance and as I think someone said higher up, just swapping pistons for batteries is the least imaginative way of achieving that.
Thing is, I really like swanning off for weekends away.