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iPhone x case I say short term because Apple will undoubtedly recycle the replaced batteries at companies such as Umicore, American Manganese, or Retrieve.How much of an impact I discussed in an October 13, 2017 Seeking Alpha article entitled "How To Minimize Tesla's Cobalt Supply Chain Risk," that Tesla's (TSLA) batteries, which contain chemical compounds of cobalt, are at risk from a shortage of cobalt because of high demand in lithium ion batteries.Both lithium and cobalt are critical components of lithium ion batteries, and there are supply demand dynamics that have been responsible for meteoric rises in prices of both metals. These issues are discussed in my article above. In this article, I focus only on cobalt.According to The Information Network's report entitled "EV Batteries and Materials: Technology, Trends, and Market Forecasts," Table 1 shows the amount of cobalt contained in a lithium ion battery by device.There is an average of 1000 times more cobalt in an EV battery than in a smartphone iPhone x case..
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