What africadale said is my view but we have a lot of...

What africadale said is my view but we have a lot of confirmation bias.

On cobalt demand -

If we examine the billions China has pumped into securing DRC cobalt assets and their current premature stage in NMC cathode rollout (they have barely begun with NMC) its clear to me that the short term violence in cobalt is just that - short term.

Additionally to my delight last night I heard reliable news of a major Japanese auto maker looking for cobalt supply in Congo.