Its an interesting time - as tesla continue to develop high quality products for the western market - there will be a substantial alternative market using other alternative products for the growing eastern world market - significantly larger and potentially one that will buy off its own.
What that means for cobalt and wfe - is anyones guess - but with airguides link with the chinese - tesla's success utilising alternative minerals may not be of interest (hopefully) to the chinese market as yet.
Just a thought
WFE Price at posting:
2.3¢ Sentiment: Hold Disclosure: Held
