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In our #cobalt session by @ying_clairelu photos were constant. There is a clear supply concern from battery & auto makers. In the chart, cobalt chemicals capacity by region and plant in China. Slower adoption of high-nickel chemistries for the moment means more #EV cobalt demand
Spent day with China's largest NCM 811 cathode producer. It could enable + #EV range & lower cost. Funny some people say it has no mistery. Lots of complexity in its production & use. Full info at @Roskill_Info free events in Shanghai, Tokyo, London, NYC. Great welcome lunch too.
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