Agree that this may have something to do with today's performance. But this, in my view, demonstrates how important a role DRC cobalt plays in the cobalt supply/demand equation. Will Cleantec SP retrace when Katanga comes back on line? What happens if/when the DRC cobalt players decide to dial up production? It's not a one way street unfortunately.
The DRC playing conductor to the global cobalt orchestra? How ironic would that be?
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