The main question for cobalt explorers is whether the current...

The main question for cobalt explorers is whether the current price of cobalt, which is attracting investment into such plays, is going to stay this high. I can see the demand side increasing, but in the short term it's the existing producers who will benefit.

There have been a few articles about the supply side, i.e. Co as a byproduct of Ni/Cu mining is hard to ramp up because it is a byproduct. It doesn't seem to be a simple play, or does it? My jury is out.