Excellent article on cobalt and the other "New Age" metals...

Excellent article on cobalt and the other "New Age" metals outlooks: http://www.miningweekly.com/article...pportunity-as-drc-dominates-supply-2017-04-22

Benchmark Mineral Intelligence analyst Caspar ......."Rawles presumes cobalt prices to remain high and perform well out to 2020, as demand will lead supply to 2025, and new projects coming on line will not be enough to create an oversupply.
He foresees a greater supply deficit in the early 2020s than in 2007/8, when the deficit was about 9 000 t, which caused prices to spike by more than $50/lb.".

Second article is very detailed and a bit lengthy on EV outlook generally, and Co, Li etc but worth a general read if you follow those mineral targets. http://www.miningweekly.com/article...-to-bolster-new-age-metals-outlook-2017-04-22

One observation the author makes: "Similarly, the cobalt market is expected to rise from about 45 000 t in 2016, to between 80 000 t and 170 000 t by 2025 – up nearly 300%."

The relevance? As you know BML has plenty cobalt, just needs a GQ partner to get things going.

Regards.