COB 1.11% 8.9¢ cobalt blue holdings limited

https://thediplomat.com/2023/11/bleak-prospects-for-an-indonesia-...

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    https://thediplomat.com/2023/11/bleak-prospects-for-an-indonesia-us-fta-on-critical-minerals/ Indo doesn't far well under IRA . Chinese backed

    cobalt mining production apart from any ESG issues should limit the impact of increased production of nickel and cobalt as the IRA gets

    traction . I would anticipate that the EU car manufactures will or have adopted various ESG criteria mirroring US practices also limiting the impact of

    Indo production .The flow through impact of policy on the the market is never immediate . 2024 will not see improved cobalt prices IMO The slack tide of

    current cobalt demand and EV minerals in general gives COB time to line up its ducks .A material step forward by COB is nevertheless needed to

    improve confidence in COB business model.
 
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