RE:Part that is glazed overre all mention Northern Ontario as the benefactor ... admittedly my research isn't exhaustive, but the only cobalt producing mine in this area is Glencore's Sudbury INO mine which in combination with their Quebec Raglan Mine produced a total of 1,100 t/y in 2021, all of which was refined in Norway, which does not have a FTA with the USA. The Raglan mine's life is being extended via an underground mine (Sivumut project) but not clear what the cobalt production rate will be. Another cobalt mining company in Canada is Vale which owns the Newfoundland Voisey's Bay mine. Last year they produced in the order of 2,600 t/y of cobalt, which seems to have been streamed to the likes of Anglo Pacific and Wheaton Precious Metals. As for Sherritt who produced 3,100 t/y cobalt, their ore comes from Cuba which does not have a FTA with USA. Not aware of any other mining project that could come online in the same time frame as Fortune's NICO deposit. If I've missed or misquoted data, my bad, apologies in advance.