RE:Bobcat gonna need some NICO ...very soon As well as caterpillar who also already have electric track hoes etc . With a
huge shift underway there aswell ....bobcat is owned by Doosan, A south Korean company ...anyone know of another S Korean company where we have relationships ...posco maybe?
yes BCat will need cobalt and lots of it as will hundreds of other companies and when your sitting on the only permitted primary cobalt mine in NA it's hard to imagine that we would be over looked as a solution to someone's ethical supply problem.
Also VW is convincing it's self ( and quite frankly they should know) that we are on the cusp of that electrification transformation and as stated below it's going ( as we have been saying) to come down to batteries and with that the supply chain of battery metals.
https://www.cnbc.com/video/2022/01/07/vw-group-of-america-ceo-i-believe-the-electric-vehicle-tipping-point-is-here.html?__source=iosappshare%7Ccom.apple.UIKit.activity.Message
The lithium Ion is the battery of choice and needs cobalt ( and for many it needs to be ethical) as do most other popular tried and tested batteries. Lithium, nickel etc have soared ...cobalt doing good and looks good into the future.
the question remains is what happens to little ole relatively unknown Fortune Minerals when someone gets serious? I think As Emeril the chef would say..." bam " just no other way to look at it.