Cobalt Analysis - Why I think the price has no near-term ceiling, page-7

  1. 2,252 Posts.
    lightbulb Created with Sketch. 102
    Good article
    You might want to take the focus off Tesla a bit and give some credit to the Chinese .They are the world leaders in usage and the world leaders in manufacture..Over 50 percent of the global total sales are in China circa 750k out of 1250 k approx. They meet their targets more consistantly than Elon motor mouth and when they start putting focus on the export market I think like all other industries the world better watch out
    Conversly they have a huge unnatural advantage from subsidies and legislation which cannot continue indefinitely
 
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