With supply tightening on cobalt, lithium & graphite availability for the EV manufacturers some unusual deals are being struck. The end users supporting the miners directly to gain market share will be the norm in years to come. It is increasingly important for the companies to strategically target their raw materials now so as to not miss out on the market. These are just my thoughts but I feel that at some stage COB's cobalt will show up on their radar, in particularly from China manufacturers.
http://www.mining.com/chinese-carmaker-take-28-million-stake-australian-lithium-company/
Wood Mackenzie Bullish on Cobalt, page-3
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