Interesting article in The Times (UK).
https://www.thetimes.co.uk/article/electric-cars-put-battery-metal-prices-in-fast-lane-fsbppkwsm
A few snippets below:
If you don't have Cobalt, Nickel (sulphate) and Lithium in your portfolio, you are missing one of the biggest shifts in 100 years IMO.
Prices need to go higher, particularly for Cobalt, for supply to catch up. We might not have many (or any) great technology companies on the ASX, but we do have world-class miners
Cobalt Demand Links/Discussion, page-65
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