The Australian Cobalt Off-takes begin - Apple next?

Apple talking direct to Cobalt miners. See Bloomberg article below if you've not already found it

Ok, so Apple, BMW, VW... and soon Tesla/Panasonic, LG, Toyota, Hyundi, GM, Ford, a thousand Chinese companies etc etc, ALL wanting secure supply - where are they going to turn? Australia. And in Australia, which project could well be the quickest to build: Mt Thirsty.

Daydreaming now: which company would I love the JV to go for...VW - most secure, Toyota, most sensible, Tesla - most exciting, BMW - also cool, GM - Ok...we'll take the money...

"Apple Inc. is in talks to buy long-term supplies of cobalt directly from miners for the first time, according to people familiar with the matter, seeking to ensure it will have enough of the key battery ingredient amid industry fears of a shortage driven by the electric vehicle boom....."

https://www.bloomberg.com/news/arti...to-negotiate-buying-cobalt-direct-from-miners