“5G will be a major source of cobalt demand in the years ahead,” said George Heppel, analyst CRU, which expects cobalt demand for portable devices to rise to 73,000 tonnes by 2025 from 45,000 tonnes this year.“Down the road we are likely to see some aggressive bidding for cobalt from electric vehicles and mobile phones, where there isn’t really a chemistry that can compete with LCO.” QUOTE Something to bear in mind regarding cobalt demand IMO.
https://www.reuters.com/article/us-cobalt-5g-electric-idUSKCN26C1EQ
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