Well written, but too many wrong assumptions.
Do you know Cobalt is the 2nd critical mineral in the USA list?
Do you know funds are eagerly chasing Cobalt atm? JRV just completed their $170m credit raise last week and 2 funds took part in the COB cr.
Do you know the LFP battery is very heavy and those equipped cards ranged from 200km to 400km in theory if fully charged? In reality it becomes 150km to 300km.
Do you know OEM is shifting from high Nickel battery back to high cobalt as they found out consumer is more focus on safety?
Watch the space early next year. Cobalt will have its time.
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