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JRV Cobalt, page-328

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    COB just reported 20 mins ago. Some interesting comments on the cobalt market over the quarter and disruptions at Durban port (plus scarcity of shipping containers) leading to blow outs in lead times for product arriving at Chinese refineries. Excerpt here:

    https://hotcopper.com.au/data/attachments/4293/4293082-41ad36bd460e13d9b664a970ed19d8c2.jpg
 
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