I get the feeling we're all a little Cobalt blue
So please sit back and watch this video
It's 30 minutes so you'll need a coffee & sconi
and afterwards you'll be as bright as a Nickel
Discussed in this interview:
https://seekingalpha.com/article/4183060-cobalt-supply-insufficient-electric-vehicle-battery-demand
- 02:03 Implications of cobalt mined as a by-product
- 05:03 Class I & II nickel market
- 09:34 Insufficient cobalt supplies to meet demand
- 12:32 Lithium-ion battery compositions
- 17:45 Replacement for the NMC battery composition?
- 24:47 Irreplaceable uses for cobalt
- 29:06 Manufacturers will buy cobalt at any price
- 30:16 China controls 50% of the world's cobalt
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- ASX - By Stock
- Ann: Preliminary findings indicate additional mineralisation
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