I agree with your thoughts jojosydney, Any large company planning to be a leading battery supplier will have to decide now to obtain long term ethical supply for the next 5 to 10 years from a secure source. As th 32+ partners evaluate their requirements there will only be a limited window to gain their share, The really pivotal point seems to be around 2025 as the market demand will increase to fill the needs of a variety of producers. COB will play a significant role in providing cobalt at this critical time IMO.
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