Investors are sending the prices of the raw materials used to make lithium-ion batteries rapidly higher on hopes that demand for electric cars surges. The rise comes amid fears that the supply of the metals needed for batteries might not meet the new demand. Beyond Tesla: The surprising investment opportunities created by electric cars — Quartz Posted via the PriusChat mobile app.
Here is a good article on the subject. Sounds like they are all going with the Cobalt-containing electrode which is pushing Cobalt price way up. https://cen.acs.org/articles/95/i37/Metal-prices-challenge-battery-sector.html?h=1452911879