The demand for cobalt will escalate due to not only electric cars but the utility scale battery storage plants that are popping up like mushrooms. They store energy from renewables and the South Australian installation has proven the model works commercially.
iinstallation of Tesla powerwalls is limited only by supply.
Installation of solar panels is booming. Solar and storage will be the new norm. And all that can't be reliably achieved without lots more cobalt. Nothing beats a lithium cobalt battery for zero maintenance, and nothing but zero maintenance is acceptable for most home installs.
I believe battery minerals is the space to invest in.
General chit chat, page-175
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