Agree Cobalt is unique due to DRC issue and limited supply elsewhere. However, around 55% of the world cobalt production comes from Nickel ores.I think you may be surprised by the size of the predicted Nickel deficit... It could just be the next sector "darling". Especially those assets with Nickel Sulphate for battery production. Maybe worth hedging your bets and investing in a few battery minerals.
And it's Nickel... Nicole is a famous red head ;-)
Benchmark Minerals conference, page-130
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