That's encouraging - still quite a lot of (over)supply challenges though. Read a Bloomberg article posted on Twitter about large supply of cobalt building up in DRC (50 tons) per day on the back of the stand off between (Chinese-owned) COMC and the government who are in a standoff the upshot of which copper and cobalt they have mine have not been allowed to leave the country but they continue to mine as if nothing has changed...so big potential overhang there...hopefully the opening up of China and demand for electronics in particular will solve for some of this...
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That's encouraging - still quite a lot of (over)supply...
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