Great article - thanks for sharing.
On the plus: it highlights the demand and deficit of non-DRC cobalt. Hellooo EUC!
Possible negative (?): If Tesla fails due to cobalt shortages, does this release the pressure Musk has been placing on the other auto-manufacturers? Which means the EV translation may slow slightly? Outside of China.
I'm not sure? Any thoughts? It could be we're already well underway....
The second point is not EUC but the wider transiston
All my own opinion - DYOR.
We have no neighbours because we own the whole neighbourhood, page-118
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