Tesla’s manager for battery metal supplies, Sarah Maryssael, has flagged an emerging shortage of battery metals including cobalt. That comes as cobalt prices have fallen 41.2% in the three months to May. 8 versus 4Q 2018. The collapse in prices may be linked to lower U.S. demand, where Tesla’s battery factory is located. Imports fell 4.8% year over year in the three months to Feb. 28. There has been a consolidation in supplies with the top four regions – including the EU, Canada, China and Norway – having accounted for 65.3% of imports in the 12 months to Feb. 28. An eventual decline in ...