The Congo isn't going to produce capacity cobalt anytime soon!, page-7

I think it is probably better for cobalt if the DRC supply is not disrupted, and the energy revolution moves forward in the general direction and speed it has the trajectory for now. Major disruption could cripple the speed of transformation. Either way, non Congo cobalt should be sitting pretty for at least the next decade. I don't think there is anything other than a world sized disruption event that is going to put much of a damper on non Congo cobalt and nickel sulphate, that should all get accounted and committed for far in advance of production. And the prices are only going up from here.