Saturday, August 31, 2019 11:56:37 AM
North40000: Instead of Outdated should have used Superseded.
Bottomline no change in views as Big mfrs of EV’s and today’s hi tech consumer devices of Lithium ion batteries are clearly transitioning away from high cost cobalt to that of nickel and developing solid state ones which are the holy grail. Those views are not just trade experts but from the Real Movers & Shakers
Those WSJ articles cited are “small “ having no investment significance IMHO as they do not consider the interplay of Real Dynamics of Technological Substitutes re timely use/cost benefit analysis.
Mining for Critical Rare Earth minerals is a long expensive process especially for Cobalt as it is a by product of Copper and Nickel finds.
DIFFERENT STROKES FOR DIFFERENT FOLKS
Bottomline no change in views as Big mfrs of EV’s and today’s hi tech consumer devices of Lithium ion batteries are clearly transitioning away from high cost cobalt to that of nickel and developing solid state ones which are the holy grail. Those views are not just trade experts but from the Real Movers & Shakers
Those WSJ articles cited are “small “ having no investment significance IMHO as they do not consider the interplay of Real Dynamics of Technological Substitutes re timely use/cost benefit analysis.
Mining for Critical Rare Earth minerals is a long expensive process especially for Cobalt as it is a by product of Copper and Nickel finds.
DIFFERENT STROKES FOR DIFFERENT FOLKS
DIFFERENT STROKES FOR DIFFERENT FOLKS
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