Just left London on my way to Hong Kong. Fully agree the the EV revolution will increase production of Copper and Nickel. The supply of cobalt will increase as it is a byproduct hence putting a downward pressure on the cobalt price. If CLA succeeds it will be because of the rising copper price. I don't see cobalt recovering anytime soon. This effect may already be in play.
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Just left London on my way to Hong Kong. Fully agree the the EV...
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