http://investorintel.com/technology-metals-intel/cheap-lithium-io...

http://investorintel.com/technology...um-ion-batteries-for-evs-vs-the-cobalt-cliff/

John Petersen on April 16, 2016 at 4:08 PM said:

I agree that it is improbable that any of the virtual producers will have a producing mine in the time necessary to have an impact on the cobalt shortage, however the cobalt shortage will have an impact on the cobalt pricing which will have an impact on them, as we currently see with the market caps of virtual lithium producers (holding nothing but fields) rallying in the last couple of months due to the increase in the lithium demand and pricing. My assumption is, the cobalt developers will experience the same.