Mike Beck: Battery Metals Part 2 – Cobalt The Most Supply Constrained Commodity on Earth, By Far

Mike discusses the cobalt market which is part of four critical metals used in batteries and why it is of particular interest. Total world mine supply is around 100,000 tons which are currently split evenly between batteries and alloys. Furthermore, 65% of current supply comes from the Congo a country that can be politically unstable. […]