Something I would like to know is whether any of the cobalt grades we're seeing are economic to mine for cobalt alone or are we still having to rely on the price of other commodities (e.g. nickel) to go up before any of these resources are likely to be mined? Would be good to find a list of the lowest grade producers whose primary focus is cobalt.
If the cobalt price continues to climb, are we more likely to see financial pressure result in the problems in the DRC subsiding and supply boost substantially?
I think regardless of the answers to these questions and the feasibility of most of these projects, we'll get some good runners but I need to know a lot more before I can trade/invest with any real conviction.
