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Powering Up the US Battery Supply ChainInteresting report from...

  1. ElMazio
    146 Posts.
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    15/08/23
    16:08
    Post #: 69351112
    Powering Up the US Battery Supply Chain
    Interesting report from LEK - Volume XXV, Issue 40 | May 15, 2023.

    This highlights the need for IRA compliant supply as the US is ramping up their battery cell production. Good timing for COB to be able to start selling their 3rd party sourced cobalt product in 2025 as mentioned by JK. Curious to see some numbers on the DFS and official partner announcements moving forward.

    https://hotcopper.com.au/data/attachments/5509/5509446-8f36915d1dc7d471723782b1249a65fd.jpghttps://hotcopper.com.au/data/attachments/5509/5509443-8ca872ddcdc240f4b763950ce2ff82f7.jpg

    COB Price at posting: 35.5¢ Sentiment: Buy Disclosure: Held
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    lightbulb Created with Sketch.  Great analysis
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