Had to change the name of the thread - 'souring' of cobalt price was just too disturbing!
This is a very interesting perspective and fully underlines the huge opportunity available to any cobalt company that can get into production - particularly those with relatively low capex (as explained in the interview):
http://palisade-research.com/nick-french-we-are-approaching-the-cobalt-cliff/
Had to change the name of the thread - 'souring' of cobalt price...
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