Running Commentary on the SP Movements., page-4471

I agree that Health and pollution are just as important as important reasons for the move into EV and battery storages. - I was intrigued by the a recent analysis of by MIT scholars that identified Cobalt (as well as lithium) as the most significant bottleneck in the move towards EV. The focus in the market has been highly on lithium but not as much on CO despite CO being up over 100% on the year. Are there any good CO plays in the DRC region that any of you are aware of?

Link to article: http://www.sciencedirect.com/science/article/pii/S2542435117300442?via=ihub

Extract from article:
Summary

Sustained growth in lithium-ion battery (LIB) demand within the transportation sector (and the electricity sector) motivates detailed investigations of whether future raw materials supply will reconcile with resulting material requirements for these batteries. We track the metal content associated with compounds used in LIBs. We find that most of the key constituents, including manganese, nickel, and natural graphite, have sufficient supply to meet the anticipated increase in demand for LIBs. There may be challenges in rapidly scaling the use of materials associated with lithium and cobalt in the short term. Due to long battery lifetimes and multiple end uses, recycling is unlikely to provide significant short-term supply. There are risks associated with the geopolitical concentrations of these elements, particularly for cobalt. The lessons revealed in this work can be relevant to other industries in which the rapid growth of a materials-dependent technology disrupts the global supply of those materials.