Interesting reading for your knowledge base.
Link to full article: Cobalt Miners News For The Month Of June 2017
Cobalt demand versus supply outlook
Commodity demand forecasts for a 100% EV scenario - by UBS
Source: UBS
This month I came across an interesting Cobalt in EVs chart as you can see below. Due to the Chinese subsidy rule changes now allowing NMC (with cobalt), most Chinese manufacturers will phase across to NMC and start using cobalt, resulting in an even greater surge in cobalt demand. Cobalt is used by just about every EV manufacturer. Sales are based on 2016 full year results.
Source: Cobalt27 (no link available)
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