finite mineral supplies critical to the energy transition....

finite mineral supplies critical to the energy transition. Countries and companies aim to reduce supply chain risk, yet this creates another kind of risk as offtake agreements and equity stakes claim critical mineral supplies for some while leaving other parties with insufficient supply to achieve their Net Zero ambitions.Decarbonization and the voyage to Net Zero require many changes to the energy sector, including the electrification of transport and buildings. As we have discussed before, demand for critical minerals needed for this transition, such as cobalt, lithium, copper, nickel, rare earths (REEs), and graphite, is expected to rise substantially. Rising prices and competition help drive the IEA’s World Energy Outlook prediction that the critical minerals’ market will grow from $40 billion in 2020 to $280 billion by 2030 and $400 billion by 2050. QUOTE
COB is in the right commodity at a pivotal point in the market IMO

https://insights.issgovernance.com/posts/the-race-for-critical-minerals/