The past week I've seen the most fundamentally positive news re cobalt I can recall in a while. Enough going on, IMO, to make it reminiscent of this time last year or a bit before then, when the price started to break from 15 per lb.
- NCM 811 uptake deferred long way down the road
- katanga offline to 2020 (indefinitely??)
- Ford talking of going fishing way downstream
- VW aspiring whole business pivot to EV
- DRC new mining code (10% royalty for Co) into law, miners told to suck it up
- Japanese party of political delegates w Panasonic, mitsubishi, honda reps travel to DRC to talk supply deals
- US senate enquiry hearing... figured out they are left right out when it comes to EV and raw materials supply... again
- LME to ban tainted cobalt suppliers
price reaction can't be that bloody far off!
The past week I've seen the most fundamentally positive news re...
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