Solid State Batteries, page-54

Those three companies may ultimately be in fierce competition for scandium sales, but for nickel and cobalt sulphate, it is laughable that there is only room for one. All the info is out there for everybody see, by the time these guys are in production there will be an accelerating cobalt deficit, and on top of that, the fight for the scarce non african cobalt may shoot the price to the moon. In any case, no non-african producer of battery grade cobalt sulphate will have any problems selling out their supply, and in the next few years the price is going nowhere but up.