RE:FCC has competion@rockafellow
Not really relevant as the decision isn't Cobalt OR graphite.
Copper is also a big beneficiary of EV's - they will need 40kg per vehicle V 10kg for ICE. I commend Cu exposure to all.
The question for us is which Cobalt companies offer the best upside? I think FCC is well placed, though the ride will be volatile.
Ash