I'm pretty sure there was a shotgun seat in the video. In terms of Cobalt, there's been a lot of activity around mines in Canada.
https://www.bloomberg.com/news/featu...g-back-to-life
The Tesla Connection: Cobalt, Lithium and Canada
It's doubled in price too, which I'm guessing would increase the price of a Model 3/S/X by maybe $500-$700, and maybe ~$6,000 for the Tesla semi. It's something, but I don't think it'll make or break Tesla.