Thanks for this research blue. The best insight on the Cobalt market so far. Every investor in Cobalt, either grownups like COB or startups like AUZ should have a sense of confidence after listening to that podcast. Even a quadrupling price will not be a major issue for car makers. So that will happen. I am looking at a Cobalt price well over 300K US$ in 2021-2023. That's only applying logic.
Cobalt supply insufficient for EV battery demand., page-4
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