Apologies if this has already been posted but what are your thoughts on supply/demand balance. It's a bit dated but link below is a mckinsey report from Jun 18.
Doesn't look like they've done any discounting of supply from delays etc
https://www.mckinsey.com/~/media/mc...ium-and-cobalt-a-tale-of-two-commodities.ashx
Apologies if this has already been posted but what are your...
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