not to be a fly in the ointment, but there are other battery techs looking to replace cobalt altogether.
The pity is, that for WFE, is just a directors rag doll.
Sorry to see Rod go, did an amazing effort to bring on change.
But what happens if Lithium battery replaces cobalt ?
I'd back lithium stocks, not cobalt to stay.
start google searching "lithium batteries without cobalt"