Cobalt price: Automakers 'waking up too late' as China ...Cobalt price: Automakers 'waking up too late' as China takes control https://www.mining.com/cobalt-price-automakers-waking-late-china-takes-control/
Interesting read that provides another view on the supply-chain issue with cobalt. I/E: If China controls most of the worlds cobalt, then instead of selling batteries to the world, they may be selling the cars, too.
Glencore last week agreed to sell around a third of its cobalt production over the next three years – roughly 52,800 tonnes – to Chinese battery recycler GEM. Glasenberg told the conference he was prepared to sell cobalt mines in the Congo to China if the price was right: