The latest IRENA report shows that cobalt appears on the most...

The latest IRENA report shows that cobalt appears on the most critical material lists (29/35 lists of energy transition materials defined as critical by countries and regions). IMO this is due to the high concentration coming from the DRC with refining in China. Perfect timing for COB to enter the refining space to supply IRA-compliant material to the US. Exciting times ahead, and good luck to all long-time holders. DYOR

IRENA – International Renewable Energy Agency
Geopolitics of the energy transition: Critical materials provides comprehensive insights into the significance of critical materials, examining their associated geopolitical implications and offering recommendations for a sustainable and efficient global energy transition.

Link to full IRENA report