You guys won't let up. And I'll just keep disputing your claims...

You guys won't let up. And I'll just keep disputing your claims and what I believe to be biased propaganda.
So, anyway are you going to post this on every Copper/Cobalt site. Could really make some friends across a lot of forums, lol.

I guess, at least you found some real news, even if it only someones opinion which is pretty well limited imo.

As far as Nickel/Cobalt plays, the Nickel sell price will possibly kill them off regardless of whether a particular battery's Nickel content increases. It isn't that significant considering the percentage of Nickel required to be mined for each kg of Cobalt in the majority of cases. Have you seen any real data from the Nickel/Cobalt explorers regarding the forecast economics of their particular prospects? Then I could be wrong if the level of battery production increases enough, but by that stage new tech will probably be developed anyway.

As far as Cobalt goes, in the much shorter term the increase in battery production will possibly far outweigh the reduced percentage used in each battery. Cobalt does increase the efficiency of a Lithium battery, there is no doubt of that, and there is no other proven product that can do the same job, maybe they (The tech heads), will develop some new synthetic compound to replace Cobalt, but I would doubt that as well, they've been trying for a long time, 10 plus years (Probably actually 20+).

The differing chemistry all have operational & manufacturing pro's and cons which the writer of the article also fails to discuss. In the future Supercapacitors made from Graphite, whether synthetic or high grade natural Graphite (or another form of nano tech), do have the possibility of making some real changes to the EV industry, both for cost, longivity & recharge efficiency, but still no discussion around that from the writer of the article.

Regardless, Cobalt will still be a highly sort after commodity, it takes a long time to develop new tech, I believe part of the reason for the 10 year slump in the Cobalt price was due to uncertainty, both in battery tech and EV takeup and 10 years on they still have not managed to find a better more economical product. The statement in the article that "Cobalt prices tend to be marked by sudden jumps and prolonged slumps", blows me away that they haven't even bothered to discuss the possible reasons the price jumped back in 2007/08 then dropped until 2016. For one, the hype of impending increase in vehicles back in 2007 caused a major jump, then things didn't progress quite as quickly as people anticipated so the price dropped. Right now it is happening and happening fast by most accounts which is why it has climbed again and still has further to go imo. Even if it sits where it currently is, it will still be a very good value investment imo.

As always the above is only my belief and opinion based on the limited research and basic knowledge I have of the industry. I am by no means a professional (Other than being an Electrical Fitter/Mechanic), and my opinions are not to be seen as advice in any form whatsoever.

Happy days I think.