Hype Meets Reality as Electric Car Dreams Run Into......Article is just focused on EV cars and growing demand for cobalt in next 9 years, but does indicate the continued pending growth in EV which will be taking off in next 5 years. In some ways, I wonder if the delayed approval of NEXT project will allow them to negotiate a better off-take deal (pricing) now that graphite has risen??
https://www.bloomberg.com/graphics/2018-cobalt-batteries/