Lots of good information in SQMs recent presentation. In regards to cobalt and copper I found this illustration very interesting. Despite the move to 811 batteries and media reports, cobalt still is the main driver of costs for a batteries materials with copper also a big driver, even more so than lithium.
Hell of a lot of noise and misinformation out there right now. Difficult to seperate the noise from the reality, even more so I find as the weeks and months pass there seems to be a greater push of misinformation but it can only continue this loudly for so long imo.
Wooosa and we all be A ok.
NZC Price at posting:
22.5¢ Sentiment: Buy Disclosure: Held
