The alternative to the alternative is much better, environmentally and (we'll have to wait and see final specs) technically by every single metric, other than momentum (both kinds).
My understanding is that the there’s less, and potentially no, cobalt. Double checking, it looks like they haven’t made the composition public (and also haven’t finalized it). I guess we’ll have to wait and see for the environmental point (benefits of increased usage aside).
Less cobalt would certainly certainly be a win. But note that the majority of the world's EVs shipping today already have cobalt-free batteries in the form of LFP.
But even if they're not cobalt-free and not cheaper, if Toyota have managed to combine NMC's energy density with LFP's safety profile and cycle life, that's a win already.
