COB cobalt blue holdings limited
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BMW orders up $24 billion of batteries.

  1. bluesamurai
    10,815 Posts.
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    07/09/21
    10:37
    Post #: 55883925
    Carmakers are reeling from a crippling shortage of semiconductors that’s put the industry on high alert to identify other vulnerabilities in their supply chains. Access to enough battery cells and raw materials like cobalt and nickel will be critical to established carmakers’ electric transformations. EV leader Tesla Inc. has gone so far as to clinch metal-supply deals with miners. QUOTE
    Cobalt supply critical in the EV market IMO

    https://www.bloomberg.com/news/articles/2021-09-06/bmw-orders-up-24-billion-worth-of-batteries-as-ev-demand-grows
    COB Price at posting: 28.0¢ Sentiment: Buy Disclosure: Held
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    lightbulb Created with Sketch.  Great analysis
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