The biggest “oops” in the history of supply chain management -...

The biggest “oops” in the history of supply chain management

- See more at: http://investorintel.com/technology...ry-of-supply-chain-management/#comment-537573

It appears to me that the Japanese in attempting to avoid one crisis and creating another.

These alternative magnet technologies Dy free, Dy lite and rare earth free are all dependant on one key element Cobalt or Co

http://komag.org/2013winter/Hono.pdf

Now according to research by John Petersen over on investor intel ... there isn't enough Cobalt. To quote John:-

This is more than a supply chain management oops, it’s a due diligence debacle!

• Governments should have understood the realities before adopting policies to promote or require the deployment of cobalt-intensive technologies;

• Entrepreneurs should have understood the realities before spending billions on new factories to make cobalt-intensive products;

• Financiers should have understood the realities before raising billions to finance cobalt-dependent projects; and

• Sell-side analysts should have understood the realities before encouraging investors to bid the market values of cobalt-dependent companies to unreasonable levels.

- See more at: http://investorintel.com/technology...ry-of-supply-chain-management/#comment-537573

Now can ausheds tell us where will the Japanese obtain the Cobalt for all these new cobalt-intensive technologies.