http://www.latestcommentary.com/fourteen-ngos-oppose-lme-plans-to-ban-tainted-cobalt/
Dirty cobalt sourced from unethical sources has been dumped on market for some time now pushing prices down. Turning point is March, nicely timed for relisting
A similar thing happened last year in the lithium space, apparently China hunger for Li was selling low quality Carbonate into the market from local brines. The result dropped the Chinese spot price while contracted supply of quality LCE remained high. Apparently the additional cost of reprocessing/refining was equal to the original cost of buying the poor quality Carbonate in the first place
You get what you pay for!!
Dirty bloodcobalt companies on LME getting flushed out......ethically supplied and high grade cobalt such as WFE will come out on top as end users demand fully traceable clean cobalt
Our moment is coming and it’s going to be with a big BOOM!!