Absolutely Joeandhoes. I too am putting COB in the bottom draw for another couple of years.
I also didn’t get much comfort on Rho Motion’s take on the change in the cobalt demand/market.
Their material lacks credibility in my mind.
No justification for the amazingly precise graphs on p.10, through to 2040.
No qualifications, no details of assumptions, no indication of possible variance.
Truncated scales (p13) give a distorted picture.
Peak penetration is an eye-catching black box, next to a graph that is simply a snapshot in time when you are talking about something varying in time.
NCM is said to be safer due to superior thermal stability, yet LFP is said to be safer in high temperatures. Ok, I get it, they are both safer!
It left me wondering what Rho Motion’s agenda is.
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