The highly concentrated production, susceptible to disruption by political instability and adverse environmental impacts, raises concerns about the security of the supply of the raw materials to battery manufacturers.The report warns that supply disruptions may lead to tighter markets, higher prices and increased costs of car batteries, affecting the global transition to low-carbon electric mobility. QUOTE. COB perfectly placed in a rising market IMO.
https://www.mining.com/demand-for-ev-raw-materials-to-spike-report/
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