Car makers are well aware what will constitute the biggest future supply risk of all the materials that make up their EV batteries. Clearly cobalt is still their major concern. Great move by Clean Teq to not rush in and sign offtakes (barring the 20% already) just to please the market. Their patience will be rewarded as the car and battery manufacturers get increasingly desperate.
https://unauthorised investment advice/resources/carmakers-are-talking-about-buying-their-own-cobalt-mines-to-ensure-supply/
Nickel is going absolutely ballistic, page-13
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