From citigroup.
Some interesting analysis that's positive for COB investors.
- World cobalt supply deficit from 2020.
- Avalanche of cobalt demand to 2030.
- Adding capacity in DRC will be more challenging than people think
- Artisanal cobalt grades already going down
- more transparent cobalt sulfate pricing mechanism from q2 this year which is independent of cobalt metal price (better for finance).
Note re: sic - should say 30kg nickel and 8kg cobalt per vehicle (not kt).
From citigroup. Some interesting analysis that's positive for...
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