Most automakers caught off guard by the size of the future market and the shortage of cobalt supply , they will have to act now to avoid being in trouble around 2020/21. The paradigm shift in the industry is history making, there is nothing to compare with this explosion of new technology , a lot of manufacturers will disappoint the market. All good for COB obviously LG International's due dilligence has settled on Broken Hill to support their supply requirements.
Panasonic to triple cobalt consumption., page-3
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