Thanks for sharing mate. Very meticulous notes.There is just so much happening that justify our investment into battery materials (some of us have waited very patiently for these market forces to build). I have 30% portfolio allocation into lithium and what's happening with demand and supply is nothing short of spectacular. Same will happen to nickel and cobalt and I have no doubt JRV trading arm in Swiss will exploit that market imbalance like child's play.
On another note, you all may have noticed speculations around BHP running a ruler on Glencore and freeport. If BHP takes out Glencore that will be one hell of a move. I also think they will take out some big lithium player. Thoughts?
JRV Cobalt, page-267
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