https://interestingengineering.com/new-battery-technologies-and-recycling-wont-save-you-from-cobalt-shortage
Ethically sourced cobalt is going to be insanely hard to obtain as we move to electrify the world.
The demand is going to be huge - This project being Skuterud for the country of Norway could be a game changer.
We have a local team working with locals, with national interests. It doesnt get any more motivating IMO.
Where do we value KNI if we hit economical grades? - Let's look at JRV as a very rough rough example.
In the billions is the short answer - High risk high reward here.
Gaps 0.755 and 0.935, page-3
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