Not sure if it has been shared but some interesting cobalt numbers coming out.
Given current annual production/supply rates for cobalt of market leaders and EV uptake something has to give soon - my bet is it will start with physical price and then a flurry or partnerships with near term junior producers.
https://insideevs.com/news/375146/cobalt-nickel-usage-xevs-h1-2019/
NL.
Pertinent market/industry news/articles, page-2347
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