COB 1.11% 8.9¢ cobalt blue holdings limited

“It also raises the question as to whether the LME is the...

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    “It also raises the question as to whether the LME is the appropriate mechanism for pricing nickel given that it doesn’t distinguish between IRA-compliant and non-IRA-compliant producers or low- versus high-carbon nickel.” AFR (9/12)

    Likewise cobalt IMO recalculation of CO pricing to exclude non IRA compliant producers( DRE , indo, PRC Chile? Russia) would further de risk COB development/refinery. Increasing demand and restricted supply would suggest a viable market for COB minerals .
 
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