Hi again,
Glencore agreed to sell 52,800 metric tons of cobalt to GEM between 2018 and 2020. That amount is about half the world’s cobalt production last year. Concerns soon arose that Chinese companies’ firm grip on cobalt will deal a huge blow to their competitors. Korean companies will have to work harder to secure the metal from many different sources.
https://geckoresearch.com/battery-makers-gear-up-to-battle-over-cobalt/
in the right place at the right time?
CFE-- Tony Sage-- chairman of EUR, page-22
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