So my take on the supply and demand and price numbers is it is very very likely the project will pass the new DFS threshold for revenue late this year or no later than the end of the first quarter 2021. The cobalt deficit numbers in 2024 are frightening. Don't think Musk doesn't know this he does and all the jaw boning is to try and keep the price from what he can see is a steepening price curve approaching. Mad to sell.
Cobalt supply deeply in deficit 2024, prices to rise 2021 and keep rising, page-2
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