{"id":1330,"date":"2021-07-07T11:07:05","date_gmt":"2021-07-07T09:07:05","guid":{"rendered":"https:\/\/a2kadvisory.com\/?p=1330"},"modified":"2021-07-07T12:58:59","modified_gmt":"2021-07-07T10:58:59","slug":"25-billion-reasons-to-invest-in-cobalt","status":"publish","type":"post","link":"https:\/\/a2kadvisory.com\/fr\/2021\/07\/07\/25-billion-reasons-to-invest-in-cobalt\/","title":{"rendered":"25 Billion Reasons To Invest In Cobalt"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-post\" data-elementor-id=\"1330\" class=\"elementor elementor-1330\">\n\t\t\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-5a408590 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"5a408590\" data-element_type=\"section\" data-e-type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-21d61081\" data-id=\"21d61081\" data-element_type=\"column\" data-e-type=\"column\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-3790697 elementor-widget__width-auto elementor-view-stacked elementor-shape-circle elementor-widget elementor-widget-icon\" data-id=\"3790697\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"icon.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-icon-wrapper\">\n\t\t\t<div class=\"elementor-icon\">\n\t\t\t<i aria-hidden=\"true\" class=\"far fa-thumbs-up\"><\/i>\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-76c58ebc elementor-widget__width-auto elementor-view-stacked elementor-shape-circle elementor-widget elementor-widget-icon\" data-id=\"76c58ebc\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"icon.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-icon-wrapper\">\n\t\t\t<div class=\"elementor-icon\">\n\t\t\t<i aria-hidden=\"true\" class=\"fas fa-comments\"><\/i>\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-4d060c0a elementor-widget elementor-widget-text-editor\" data-id=\"4d060c0a\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<div id=\"single-post\" class=\"container my-4\" data-post-id=\"1043168\"><div class=\"site-content single\"><div class=\"single\"><div class=\"post-inner-content row\"><div class=\"col-lg-8 order-0\"><p>Photo by gyn9038\/iStock via Getty Images<\/p><\/div><\/div><\/div><\/div><\/div>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-6e7421bf elementor-widget-divider--view-line elementor-widget elementor-widget-divider\" data-id=\"6e7421bf\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"divider.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-divider\">\n\t\t\t<span class=\"elementor-divider-separator\">\n\t\t\t\t\t\t<\/span>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-4527b4a6 elementor-widget elementor-widget-text-editor\" data-id=\"4527b4a6\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<div id=\"single-post\" class=\"container my-4\" data-post-id=\"1043168\"><div class=\"site-content single\"><div class=\"single\"><div class=\"post-inner-content row\"><div class=\"col-lg-8 order-0\"><p>Where would Batman be without Robin? With that logic, you can say that where would Lithium be without Cobalt in most electric cars?<\/p><p>Electric vehicles are moving on in and this impacts the materials that compose their electric batteries. One of the materials used can be cobalt (depending on the battery). Rather than have all my EV bets on lithium, it is wise to spread out money into related materials. In this article, we will look at the various catalysts that impact lithium and cobalt. Then we will focus on our main cobalt play, First Cobalt (<a title=\"First Cobalt Corp.\" href=\"https:\/\/seekingalpha.com\/symbol\/FTSSF\" target=\"_blank\" rel=\"noopener\">OTCQX:FTSSF<\/a>) &amp; (TSX.V:FCC), and how we are taking advantage of the EV sea change.<\/p><\/div><\/div><\/div><\/div><\/div>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-2fd899fa elementor-widget__width-auto elementor-widget elementor-widget-heading\" data-id=\"2fd899fa\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Craigs' Lithium-Cobalt Catalyst Tracker<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-292dd9ba elementor-widget elementor-widget-spacer\" data-id=\"292dd9ba\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"spacer.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-spacer\">\n\t\t\t<div class=\"elementor-spacer-inner\"><\/div>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-1e14ba79 elementor-widget elementor-widget-text-editor\" data-id=\"1e14ba79\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<div id=\"single-post\" class=\"container my-4\" data-post-id=\"1043168\"><div class=\"site-content single\"><div class=\"single\"><div class=\"post-inner-content row\"><div class=\"col-lg-8 order-0\"><div id=\"&quot;google_image_div&quot;\" class=\"&quot;GoogleActiveViewElement&quot;data-google-av-cxn=&quot;https:\/\/pagead2.googlesyndication.com\/pcs\/activeview?xai=AKAOjsuSMXkWyZI_Lded0ZTX8tJ0LyyRNa65RjAdwuYFDATHLK0qM4_hxF0ORIyIQHbTdMYCWVdiygSrrHKb1wS5GQcOGUyn_WklBd43jneP7PeIVkDQJ6uW&amp;amp;sig=Cg0ArKJSzN4eVsudlBMGEAE&quot;data-google-av-adk=&quot;1483248439&quot;data-google-av-metadata=&quot;la=0&amp;amp;amp=1&amp;amp;&quot;data-google-av-override=&quot;-1&quot;data-google-av-dm=&quot;2&quot;data-google-av-immediate\" 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id=\"&quot;google_image_div&quot;\" class=\"&quot;GoogleActiveViewElement&quot;data-google-av-cxn=&quot;https:\/\/pagead2.googlesyndication.com\/pcs\/activeview?xai=AKAOjsuSMXkWyZI_Lded0ZTX8tJ0LyyRNa65RjAdwuYFDATHLK0qM4_hxF0ORIyIQHbTdMYCWVdiygSrrHKb1wS5GQcOGUyn_WklBd43jneP7PeIVkDQJ6uW&amp;amp;sig=Cg0ArKJSzN4eVsudlBMGEAE&quot;data-google-av-adk=&quot;1483248439&quot;data-google-av-metadata=&quot;la=0&amp;amp;amp=1&amp;amp;&quot;data-google-av-override=&quot;-1&quot;data-google-av-dm=&quot;2&quot;data-google-av-immediate\" data-google-av-aid=\"&quot;0&quot;data-google-av-naid=&quot;1&quot;data-google-av-slift=&quot;&quot;data-google-av-cpmav=&quot;&quot;data-google-av-btr=&quot;https:\/\/securepubads.g.doubleclick.net\/pcs\/view?xai=AKAOjsvubiLQESAMjALV04_wMsMep3OT8vcTAnydok-t_7sWp4bl50r_QhoLxSug_968xHrFPNPJk-TPo08YLVZQ6KOzhMxBNKsLpgQJxkYvj6bUT7MoEk-1MKYv0jbGC-iN0DhkKSBLftxJpPuWClqmPnag9ph8oTrnHl9aV7q6mTPPXArVmQz18BernbHxJ4gADEEt3j95yGf51pZ8KRLkAoAES5NSJsro681HOVS8KxYMqc-L5_2RQnruqcWq1ElwvZyMOUcpWR4EPkfBwmy_L29gReagf9T2s7m81ub-JftmWQM&amp;amp;sai=AMfl-YQV25rgyLR-uoBvp5W8jOWZ047GqiCutRGQUQNEXYRGv027vpou05XecPCbMy3d2Qg6twKOZkguxei6o18NedJ5YHYj8Dhe8UjHROJEpzGX&amp;amp;sig=Cg0ArKJSzIbq6Ud-QdFhEAE&amp;amp;adurl=&quot;data-google-av-itpl=&quot;3&quot;data-google-av-rs=&quot;1&quot;data-google-av-flags=&quot;[&amp;quot;x%278440&amp;#39;9efotm(&amp;amp;753374%2bejvf\/%27844&amp;gt;&amp;#39;9wuvb$&amp;amp;56533&amp;gt;!=|vqc)!273794&amp;amp;&amp;lt;qqvb\/%&amp;lt;1735020!=nehu&#96;\/!364=5051!9abk{a($160210:3&amp;amp;&amp;lt;cbotf+*0150034:%2bejvf\/%72;17613!=efdwa*&amp;#39;76463;21$?ebkpbu&amp;quot;]&quot;\">As part of my ongoing tracker that looks at big picture investments in lithium and cobalt, several updates have been added since my last article. These should be looked at through the lens of a sea change of massive weight that is coming to the EV sector.<\/div><\/div><\/div><\/div><\/div><\/div><\/div>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-68927c5 elementor-widget elementor-widget-text-editor\" data-id=\"68927c5\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<div id=\"single-post\" class=\"container my-4\" data-post-id=\"1043168\"><div class=\"site-content single\"><div class=\"single\"><div class=\"post-inner-content row\"><div class=\"col-lg-8 order-0\"><div id=\"\" class=\"\" data-google-av-cxn=\"https:\/\/pagead2.googlesyndication.com\/pcs\/activeview?xai=AKAOjsuSMXkWyZI_Lded0ZTX8tJ0LyyRNa65RjAdwuYFDATHLK0qM4_hxF0ORIyIQHbTdMYCWVdiygSrrHKb1wS5GQcOGUyn_WklBd43jneP7PeIVkDQJ6uW&amp;sig=Cg0ArKJSzN4eVsudlBMGEAE\" data-google-av-adk=\"1483248439\" 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data-google-av-flags=\"[&quot;x%278440'9efotm(&amp;753374%2bejvf\/%27844&gt;'9wuvb%%EDITORCONTENT%%amp;amp;56533&gt;!=|vqc)!273794&amp;&lt;qqvb\/%&lt;1735020!=nehu&#96;\/!364=5051!9abk{a($160210:3&amp;&lt;cbotf+*0150034:%2bejvf\/%72;17613!=efdwa*'76463;21$?ebkpbu&quot;]\"><div id=\"\" class=\"\" data-google-av-cxn=\"https:\/\/pagead2.googlesyndication.com\/pcs\/activeview?xai=AKAOjsuSMXkWyZI_Lded0ZTX8tJ0LyyRNa65RjAdwuYFDATHLK0qM4_hxF0ORIyIQHbTdMYCWVdiygSrrHKb1wS5GQcOGUyn_WklBd43jneP7PeIVkDQJ6uW&amp;sig=Cg0ArKJSzN4eVsudlBMGEAE\" data-google-av-adk=\"1483248439\" data-google-av-metadata=\"la=0&amp;amp=1&amp;\" data-google-av-override=\"-1\" data-google-av-dm=\"2\" data-google-av-immediate=\"\" data-google-av-aid=\"\" data-google-av-naid=\"1\" data-google-av-slift=\"\" data-google-av-cpmav=\"\" data-google-av-btr=\"https:\/\/securepubads.g.doubleclick.net\/pcs\/view?xai=AKAOjsvubiLQESAMjALV04_wMsMep3OT8vcTAnydok-t_7sWp4bl50r_QhoLxSug_968xHrFPNPJk-TPo08YLVZQ6KOzhMxBNKsLpgQJxkYvj6bUT7MoEk-1MKYv0jbGC-iN0DhkKSBLftxJpPuWClqmPnag9ph8oTrnHl9aV7q6mTPPXArVmQz18BernbHxJ4gADEEt3j95yGf51pZ8KRLkAoAES5NSJsro681HOVS8KxYMqc-L5_2RQnruqcWq1ElwvZyMOUcpWR4EPkfBwmy_L29gReagf9T2s7m81ub-JftmWQM&amp;sai=AMfl-YQV25rgyLR-uoBvp5W8jOWZ047GqiCutRGQUQNEXYRGv027vpou05XecPCbMy3d2Qg6twKOZkguxei6o18NedJ5YHYj8Dhe8UjHROJEpzGX&amp;sig=Cg0ArKJSzIbq6Ud-QdFhEAE&amp;adurl=\" data-google-av-itpl=\"3\" data-google-av-rs=\"1\" data-google-av-flags=\"[&quot;x%278440'9efotm(&amp;753374%2bejvf\/%27844&gt;'9wuvb%%EDITORCONTENT%%amp;amp;56533&gt;!=|vqc)!273794&amp;&lt;qqvb\/%&lt;1735020!=nehu&#96;\/!364=5051!9abk{a($160210:3&amp;&lt;cbotf+*0150034:%2bejvf\/%72;17613!=efdwa*'76463;21$?ebkpbu&quot;]\">Previously published catalysts that are in the works:<\/div><\/div><\/div><\/div><\/div><\/div><\/div>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-3ca62a0 elementor-widget elementor-widget-text-editor\" data-id=\"3ca62a0\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<div id=\"single-post\" class=\"container my-4\" data-post-id=\"1043168\"><div class=\"site-content single\"><div class=\"single\"><div class=\"post-inner-content row\"><div class=\"col-lg-8 order-0\"><div id=\"\" class=\"\" data-google-av-cxn=\"https:\/\/pagead2.googlesyndication.com\/pcs\/activeview?xai=AKAOjsuSMXkWyZI_Lded0ZTX8tJ0LyyRNa65RjAdwuYFDATHLK0qM4_hxF0ORIyIQHbTdMYCWVdiygSrrHKb1wS5GQcOGUyn_WklBd43jneP7PeIVkDQJ6uW&amp;sig=Cg0ArKJSzN4eVsudlBMGEAE\" data-google-av-adk=\"1483248439\" data-google-av-metadata=\"la=0&amp;amp=1&amp;\" data-google-av-override=\"-1\" data-google-av-dm=\"2\" data-google-av-immediate=\"\" data-google-av-aid=\"\" data-google-av-naid=\"1\" data-google-av-slift=\"\" data-google-av-cpmav=\"\" data-google-av-btr=\"https:\/\/securepubads.g.doubleclick.net\/pcs\/view?xai=AKAOjsvubiLQESAMjALV04_wMsMep3OT8vcTAnydok-t_7sWp4bl50r_QhoLxSug_968xHrFPNPJk-TPo08YLVZQ6KOzhMxBNKsLpgQJxkYvj6bUT7MoEk-1MKYv0jbGC-iN0DhkKSBLftxJpPuWClqmPnag9ph8oTrnHl9aV7q6mTPPXArVmQz18BernbHxJ4gADEEt3j95yGf51pZ8KRLkAoAES5NSJsro681HOVS8KxYMqc-L5_2RQnruqcWq1ElwvZyMOUcpWR4EPkfBwmy_L29gReagf9T2s7m81ub-JftmWQM&amp;sai=AMfl-YQV25rgyLR-uoBvp5W8jOWZ047GqiCutRGQUQNEXYRGv027vpou05XecPCbMy3d2Qg6twKOZkguxei6o18NedJ5YHYj8Dhe8UjHROJEpzGX&amp;sig=Cg0ArKJSzIbq6Ud-QdFhEAE&amp;adurl=\" data-google-av-itpl=\"3\" data-google-av-rs=\"1\" data-google-av-flags=\"[\"><ul><li>Volkswagen (<a href=\"https:\/\/seekingalpha.com\/symbol\/VWAGY?source=content_type%3Areact%7Csection%3Amain_content%7Cbutton%3Abody_link\" target=\"_blank\" rel=\"noopener\">OTCPK:VWAGY<\/a>) will spend $<a href=\"https:\/\/www.volkswagen-newsroom.com\/en\/press-releases\/volkswagen-group-raises-investments-in-future-technologies-to-eur-73-billion-6607?source=content_type%3Areact%7Cfirst_level_url%3Aarticle%7Csection%3Amain_content%7Cbutton%3Abody_link\" target=\"_blank\" rel=\"nofollow noopener\">86 billion on electric cars<\/a><\/li><li>BMW (<a href=\"https:\/\/seekingalpha.com\/symbol\/BMWYY?source=content_type%3Areact%7Csection%3Amain_content%7Cbutton%3Abody_link\" target=\"_blank\" rel=\"noopener\">OTCPK:BMWYY<\/a>) $<a href=\"https:\/\/www.greencarreports.com\/news\/1128075_bmw-re-ups-electric-vehicle-commitment-and-hydrogen-fuel-cell-investment?source=content_type%3Areact%7Cfirst_level_url%3Aarticle%7Csection%3Amain_content%7Cbutton%3Abody_link\" target=\"_blank\" rel=\"nofollow noopener\">32 Billion<\/a><\/li><li>Ford (<a title=\"Ford Motor Company\" href=\"https:\/\/seekingalpha.com\/symbol\/F\" target=\"_blank\" rel=\"noopener\">F<\/a>) $<a href=\"https:\/\/www.greencarreports.com\/news\/1131188_ford-ups-investment-in-evs-says-they-ll-be-fundamental-to-the-lincoln-brand?source=content_type%3Areact%7Cfirst_level_url%3Aarticle%7Csection%3Amain_content%7Cbutton%3Abody_link\" target=\"_blank\" rel=\"nofollow noopener\">22 billion<\/a>\u00a0by 2025 and they are\u00a0<a href=\"https:\/\/s23.q4cdn.com\/799033206\/files\/doc_news\/2021\/03\/25\/Ford-Continues-to-Go-All-In-on-Electrification-with-New-Hybrid-Engine-and-Increased-Battery-Pack-Assembly-in-Spain.pdf\" target=\"_blank\" rel=\"nofollow noopener\">expanding EV capabilities<\/a>.<\/li><li>CATL will spend\u00a0<a href=\"https:\/\/jakartaglobe.id\/business\/ev-battery-giant-catl-to-invest-51b-for-a-factory-in-indonesia?source=content_type%3Areact%7Cfirst_level_url%3Aarticle%7Csection%3Amain_content%7Cbutton%3Abody_link\" target=\"_blank\" rel=\"nofollow noopener\">$5.1 billion<\/a>\u00a0to build a battery plant<\/li><li>General Motors (<a title=\"General Motors Company\" href=\"https:\/\/seekingalpha.com\/symbol\/GM\" target=\"_blank\" rel=\"noopener\">GM<\/a>) via a $<a href=\"https:\/\/www.foxbusiness.com\/lifestyle\/gm-electric-vehicle-plant-hummer?source=content_type%3Areact%7Cfirst_level_url%3Aarticle%7Csection%3Amain_content%7Cbutton%3Abody_link\" target=\"_blank\" rel=\"nofollow noopener\">2.2 billion<\/a>\u00a0investment into electric vehicles at Detroit<\/li><li>GM $<a href=\"https:\/\/www.tennessean.com\/story\/money\/cars\/2020\/10\/20\/general-motors-spring-hill-tn-cadillac-lyriq\/5989438002\/?source=content_type%3Areact%7Cfirst_level_url%3Aarticle%7Csection%3Amain_content%7Cbutton%3Abody_link\" target=\"_blank\" rel=\"nofollow noopener\">2.0 billion<\/a>, TN (plus an additional $153 billion for upgrades) and that is just part of the $<a href=\"https:\/\/www.uschamber.com\/article\/gm-s-path-zero-emissions-includes-20-billion-evav-investment-over-the-next-five-years?source=content_type%3Areact%7Cfirst_level_url%3Aarticle%7Csection%3Amain_content%7Cbutton%3Abody_link#:~:text=GM%20will%20invest%20%2420%20billion,target%20for%20operations%20in%202019.\" target=\"_blank\" rel=\"nofollow noopener\">20 billion<\/a>\u00a0they plan on investing over the next 5 years<\/li><li>Toyota Motor Corp. (<a title=\"Toyota Motor Corporation\" href=\"https:\/\/seekingalpha.com\/symbol\/TM\" target=\"_blank\" rel=\"noopener\">TM<\/a>) $<a href=\"https:\/\/www.reuters.com\/article\/us-toyota-indonesia-idUSKCN1TS1SL?source=content_type%3Areact%7Cfirst_level_url%3Aarticle%7Csection%3Amain_content%7Cbutton%3Abody_link\" target=\"_blank\" rel=\"nofollow noopener\">2 billion<\/a>\u00a0spent by 2023<\/li><li>Porsche\u00a0<span class=\"ticker-hover-wrapper\">(<a title=\"Porsche Automobil Holding SE\" href=\"https:\/\/seekingalpha.com\/symbol\/POAHY\" target=\"_blank\" rel=\"noopener\">OTCPK:POAHY<\/a>)<\/span>\u00a0$<a href=\"https:\/\/insideevs.com\/news\/343339\/porsche-invests-678-million-in-leipzig-to-produce-electric-macan\/?source=content_type%3Areact%7Cfirst_level_url%3Aarticle%7Csection%3Amain_content%7Cbutton%3Abody_link\" target=\"_blank\" rel=\"nofollow noopener\">678 million<\/a><\/li><li>Even Harley-Davidson (<a title=\"Harley-Davidson, Inc.\" href=\"https:\/\/seekingalpha.com\/symbol\/HOG\" target=\"_blank\" rel=\"noopener\">HOG<\/a>) is\u00a0<a href=\"https:\/\/www.theverge.com\/2020\/10\/27\/21536726\/harley-davidson-serial-1-electric-bike-ebike-specs-price?source=content_type%3Areact%7Cfirst_level_url%3Aarticle%7Csection%3Amain_content%7Cbutton%3Abody_link\" target=\"_blank\" rel=\"nofollow noopener\">getting into the mix<\/a><\/li><li>Bentley is\u00a0<a href=\"https:\/\/www.msn.com\/en-gb\/money\/news\/bentley-to-stop-making-petrol-cars-by-2030-and-go-fully-electric\/ar-BB1aJnp1?source=content_type%3Areact%7Cfirst_level_url%3Aarticle%7Csection%3Amain_content%7Cbutton%3Abody_link\" target=\"_blank\" rel=\"nofollow noopener\">entering the EV market<\/a>\u00a0by 2025 and 100% electric by 2030<\/li><li>Archer (an electric plane company) is set to enter the market via a SPAC soon with an estimated\u00a0<a href=\"https:\/\/news.yahoo.com\/electric-aircraft-startup-archer-public-002056625.html?source=content_type%3Areact%7Cfirst_level_url%3Aarticle%7Csection%3Amain_content%7Cbutton%3Abody_link\" target=\"_blank\" rel=\"nofollow noopener\">$500 million<\/a>\u00a0in funding.<\/li><li>Northvolt $<a href=\"https:\/\/www.forbes.com\/sites\/rrapier\/2021\/02\/06\/funding-for-battery-technology-companies-exploded-in-2020\/?sh=7be0459433ab&amp;source=content_type%3Areact%7Cfirst_level_url%3Aarticle%7Csection%3Amain_content%7Cbutton%3Abody_link\" target=\"_blank\" rel=\"nofollow noopener\">600 million<\/a><\/li><li>Fisker\u00a0<span class=\"ticker-hover-wrapper\">(NYSE:<a title=\"Fisker Inc.\" href=\"https:\/\/seekingalpha.com\/symbol\/FSR\" target=\"_blank\" rel=\"noopener\">FSR<\/a>)<\/span>\u00a0leaves solid-state batteries to focus on conventional lithium $<a href=\"https:\/\/www.theverge.com\/2021\/2\/26\/22279995\/fisker-inc-electric-vehicle-interview-solid-state-batteries-ocean-suv-spac\" target=\"_blank\" rel=\"nofollow noopener\">1 billion<\/a><\/li><li>Rumors circulate that GM might build a\u00a0<a href=\"https:\/\/insideevs.com\/news\/492200\/rumor-gm-lg-chem-second-battery-plan\/\" target=\"_blank\" rel=\"nofollow noopener\">2nd battery plant<\/a>\u00a0via the WSJ.<\/li><li>Volvo\u00a0<span class=\"ticker-hover-wrapper\">(<a title=\"AB Volvo (publ)\" href=\"https:\/\/seekingalpha.com\/symbol\/VOLAF\" target=\"_blank\" rel=\"noopener\">OTCPK:VOLAF<\/a>)<\/span>\u00a0to ditch ICE engines and go\u00a0<a href=\"https:\/\/electrek.co\/2021\/03\/02\/volvo-only-sell-electric-cars-by-2030\/\" target=\"_blank\" rel=\"nofollow noopener\">100% electric<\/a>\u00a0by 2030.<\/li><li>Ultium to build\u00a0<a href=\"https:\/\/www.ultiumcell.com\/latest-news\/2021\/02\/20\/Ultium-Cells-Celebrates-Development-Milestone\" target=\"_blank\" rel=\"nofollow noopener\">30GW factory by mid-2022.<\/a><\/li><li>Tesla (<a title=\"Tesla, Inc.\" href=\"https:\/\/seekingalpha.com\/symbol\/TSLA\" target=\"_blank\" rel=\"noopener\">TSLA<\/a>) continues to build out its Austin, TX\u00a0<a href=\"https:\/\/www.statesman.com\/story\/business\/2021\/04\/02\/tesla-austin-facility-gigafactory-ramps-up-construction-hiring\/7062379002\/\" target=\"_blank\" rel=\"nofollow noopener\">$1.1 billion Gigafactory<\/a>.<\/li><li>Tesla&#8217;s Gigafactory in Germany is moving forward with a subject to slippage launch date of\u00a0<a href=\"https:\/\/berlinspectator.com\/2021\/03\/10\/germany-tesla-to-stick-to-schedule-at-gigafactory-in-brandenburg-province\/\" target=\"_blank\" rel=\"nofollow noopener\">this summer<\/a>.<\/li><li>Livent (NYSE:<a title=\"Livent Corporation\" href=\"https:\/\/seekingalpha.com\/symbol\/LTHM\" target=\"_blank\" rel=\"noopener\">LTHM<\/a>) signs\u00a0<a href=\"https:\/\/www.kitco.com\/news\/2021-04-01\/Lithium-supplier-signs-335M-supply-deal-with-BMW.html\" target=\"_blank\" rel=\"nofollow noopener\">$335 million<\/a>\u00a0supply deal with BMW.<\/li><li>An electric Silverado is\u00a0<a href=\"https:\/\/seekingalpha.com\/news\/3679613-gm-confirms-all-electric-chevy-silverado-is-in-the-works?source=content_type%3Areact%7Csection%3Amain_content%7Cbutton%3Abody_link\" target=\"_blank\" rel=\"noopener\">in the works<\/a>.<\/li><li>Tsingshan Holding Group to invest\u00a0<a href=\"https:\/\/www.fastmarkets.com\/article\/3982913\/tsingshan-holding-group-to-invest-1-57-bln-in-lithium-ion-battery-plant\" target=\"_blank\" rel=\"nofollow noopener\">$1.57 billion<\/a>\u00a0in lithium-ion battery plant,<\/li><li>South Korea&#8217;s LG to invest\u00a0<a href=\"https:\/\/www.usnews.com\/news\/technology\/articles\/2021-03-11\/gm-partner-lg-to-invest-45-billion-in-us-battery-operation\" target=\"_blank\" rel=\"nofollow noopener\">$4.5 billion<\/a>\u00a0in its US battery business.<\/li><li>EVLOMO &amp; Rojan to invest<a href=\"https:\/\/www.prnewswire.com\/news-releases\/evlomo-and-rojana-to-invest--1-06-billion-for-setting-up-8-gwh-battery-plant-in-thailand-301276124.html\" target=\"_blank\" rel=\"nofollow noopener\">\u00a0$1.06 billion<\/a>\u00a0for an 8 Gwh plant in Thailand.<\/li><li>Orocobre (<a title=\"Orocobre Limited\" href=\"https:\/\/seekingalpha.com\/symbol\/OROCF\" target=\"_blank\" rel=\"noopener\">OTCPK:OROCF<\/a>) and Galaxy Resources (<a title=\"Galaxy Resources Limited\" href=\"https:\/\/seekingalpha.com\/symbol\/GALXF\" target=\"_blank\" rel=\"noopener\">OTCPK:GALXF<\/a>) will\u00a0<a href=\"https:\/\/seekingalpha.com\/news\/3682842-orocobre-galaxy-to-merge-in-31b-deal-creating-australian-lithium-player\" target=\"_blank\" rel=\"noopener\">merge<\/a>.<\/li><li>Vistra\u00a0<span class=\"ticker-hover-wrapper\">(NYSE:<a title=\"Vistra Corp.\" href=\"https:\/\/seekingalpha.com\/symbol\/VST\" target=\"_blank\" rel=\"noopener\">VST<\/a>)<\/span>\u00a0opens\u00a0<a href=\"https:\/\/www.powermag.com\/vistra-energizes-massive-1-2-gwh-battery-system-at-california-gas-plant\/\" target=\"_blank\" rel=\"nofollow noopener\">1.2 Gwh<\/a>\u00a0plant in California with expansions.<\/li><li>Ford to open a\u00a0<a href=\"https:\/\/seekingalpha.com\/news\/3686270-ford-invests-in-battery-manufacturing-lab\" target=\"_blank\" rel=\"noopener\">battery research lab<\/a>.<\/li><\/ul><\/div><\/div><\/div><\/div><\/div><\/div>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-7be67e0 elementor-widget elementor-widget-text-editor\" data-id=\"7be67e0\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<div id=\"single-post\" class=\"container my-4\" data-post-id=\"1043168\"><div class=\"site-content single\"><div class=\"single\"><div class=\"post-inner-content row\"><div class=\"col-lg-8 order-0\"><div id=\"\" class=\"\" data-google-av-cxn=\"https:\/\/pagead2.googlesyndication.com\/pcs\/activeview?xai=AKAOjsuSMXkWyZI_Lded0ZTX8tJ0LyyRNa65RjAdwuYFDATHLK0qM4_hxF0ORIyIQHbTdMYCWVdiygSrrHKb1wS5GQcOGUyn_WklBd43jneP7PeIVkDQJ6uW&amp;sig=Cg0ArKJSzN4eVsudlBMGEAE\" data-google-av-adk=\"1483248439\" data-google-av-metadata=\"la=0&amp;amp=1&amp;\" data-google-av-override=\"-1\" data-google-av-dm=\"2\" data-google-av-immediate=\"\" data-google-av-aid=\"\" data-google-av-naid=\"1\" data-google-av-slift=\"\" data-google-av-cpmav=\"\" data-google-av-btr=\"https:\/\/securepubads.g.doubleclick.net\/pcs\/view?xai=AKAOjsvubiLQESAMjALV04_wMsMep3OT8vcTAnydok-t_7sWp4bl50r_QhoLxSug_968xHrFPNPJk-TPo08YLVZQ6KOzhMxBNKsLpgQJxkYvj6bUT7MoEk-1MKYv0jbGC-iN0DhkKSBLftxJpPuWClqmPnag9ph8oTrnHl9aV7q6mTPPXArVmQz18BernbHxJ4gADEEt3j95yGf51pZ8KRLkAoAES5NSJsro681HOVS8KxYMqc-L5_2RQnruqcWq1ElwvZyMOUcpWR4EPkfBwmy_L29gReagf9T2s7m81ub-JftmWQM&amp;sai=AMfl-YQV25rgyLR-uoBvp5W8jOWZ047GqiCutRGQUQNEXYRGv027vpou05XecPCbMy3d2Qg6twKOZkguxei6o18NedJ5YHYj8Dhe8UjHROJEpzGX&amp;sig=Cg0ArKJSzIbq6Ud-QdFhEAE&amp;adurl=\" data-google-av-itpl=\"3\" data-google-av-rs=\"1\" data-google-av-flags=\"[\"><p>Now thinking about all of the above demand for a moment, one must realize that cobalt will factor into this. Where does one get cobalt and who presently controls it?<\/p><\/div><\/div><\/div><\/div><\/div><\/div>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-37216fb elementor-widget__width-auto elementor-widget elementor-widget-heading\" data-id=\"37216fb\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">He Who Controls the Spice Cobalt, Controls the Universe<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-7fb179a elementor-widget elementor-widget-spacer\" data-id=\"7fb179a\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"spacer.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-spacer\">\n\t\t\t<div class=\"elementor-spacer-inner\"><\/div>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-476f742 elementor-widget elementor-widget-text-editor\" data-id=\"476f742\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<div id=\"single-post\" class=\"container my-4\" data-post-id=\"1043168\"><div class=\"site-content single\"><div class=\"single\"><div class=\"post-inner-content row\"><div class=\"col-lg-8 order-0\"><div id=\"\" class=\"\" data-google-av-cxn=\"https:\/\/pagead2.googlesyndication.com\/pcs\/activeview?xai=AKAOjsuSMXkWyZI_Lded0ZTX8tJ0LyyRNa65RjAdwuYFDATHLK0qM4_hxF0ORIyIQHbTdMYCWVdiygSrrHKb1wS5GQcOGUyn_WklBd43jneP7PeIVkDQJ6uW&amp;sig=Cg0ArKJSzN4eVsudlBMGEAE\" data-google-av-adk=\"1483248439\" data-google-av-metadata=\"la=0&amp;amp=1&amp;\" data-google-av-override=\"-1\" data-google-av-dm=\"2\" data-google-av-immediate=\"\" data-google-av-aid=\"\" data-google-av-naid=\"1\" data-google-av-slift=\"\" data-google-av-cpmav=\"\" data-google-av-btr=\"https:\/\/securepubads.g.doubleclick.net\/pcs\/view?xai=AKAOjsvubiLQESAMjALV04_wMsMep3OT8vcTAnydok-t_7sWp4bl50r_QhoLxSug_968xHrFPNPJk-TPo08YLVZQ6KOzhMxBNKsLpgQJxkYvj6bUT7MoEk-1MKYv0jbGC-iN0DhkKSBLftxJpPuWClqmPnag9ph8oTrnHl9aV7q6mTPPXArVmQz18BernbHxJ4gADEEt3j95yGf51pZ8KRLkAoAES5NSJsro681HOVS8KxYMqc-L5_2RQnruqcWq1ElwvZyMOUcpWR4EPkfBwmy_L29gReagf9T2s7m81ub-JftmWQM&amp;sai=AMfl-YQV25rgyLR-uoBvp5W8jOWZ047GqiCutRGQUQNEXYRGv027vpou05XecPCbMy3d2Qg6twKOZkguxei6o18NedJ5YHYj8Dhe8UjHROJEpzGX&amp;sig=Cg0ArKJSzIbq6Ud-QdFhEAE&amp;adurl=\" data-google-av-itpl=\"3\" data-google-av-rs=\"1\" data-google-av-flags=\"[\"><p>Let&#8217;s look at cobalt worldwide supply while simultaneously contemplating world geopolitics and logistics. Long distances increase the cost of transporting cobalt. Concerning geopolitics, a disruption to any nation&#8217;s cobalt supply could have far-reaching implications from a strategic standpoint. Having a domestic supply favors economic independence. Supply per the USGS:<\/p><\/div><\/div><\/div><\/div><\/div><\/div>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-800b99 elementor-widget elementor-widget-image\" data-id=\"800b99\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img fetchpriority=\"high\" decoding=\"async\" width=\"1024\" height=\"426\" src=\"https:\/\/a2kadvisory.com\/wp-content\/uploads\/2021\/07\/4206551-16192182538001013_origin-1024x426.png\" class=\"attachment-large size-large wp-image-1338\" alt=\"\" srcset=\"https:\/\/a2kadvisory.com\/wp-content\/uploads\/2021\/07\/4206551-16192182538001013_origin-1024x426.png 1024w, https:\/\/a2kadvisory.com\/wp-content\/uploads\/2021\/07\/4206551-16192182538001013_origin-300x125.png 300w, https:\/\/a2kadvisory.com\/wp-content\/uploads\/2021\/07\/4206551-16192182538001013_origin-768x319.png 768w, https:\/\/a2kadvisory.com\/wp-content\/uploads\/2021\/07\/4206551-16192182538001013_origin-16x7.png 16w, https:\/\/a2kadvisory.com\/wp-content\/uploads\/2021\/07\/4206551-16192182538001013_origin.png 1207w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" title=\"\">\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-1afdb74b elementor-widget elementor-widget-text-editor\" data-id=\"1afdb74b\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<div id=\"single-post\" class=\"container my-4\" data-post-id=\"1043168\"><div class=\"site-content single\"><div class=\"single\"><div class=\"post-inner-content row\"><div class=\"col-lg-8 order-0\"><p>(Source:\u00a0<a href=\"https:\/\/pubs.usgs.gov\/periodicals\/mcs2021\/mcs2021-cobalt.pdf\" target=\"_blank\" rel=\"nofollow noopener\">USGS<\/a>)<\/p><\/div><\/div><\/div><\/div><\/div>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-309f5432 elementor-widget elementor-widget-text-editor\" data-id=\"309f5432\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<div id=\"single-post\" class=\"container my-4\" data-post-id=\"1043168\"><div class=\"site-content single\"><div class=\"single\"><div class=\"post-inner-content row\"><div class=\"col-lg-8 order-0\"><p>Per the USGS (US Geological Survey), the Congo supplies 70% of the world&#8217;s cobalt. China, one of the leading consumers of cobalt, uses 80% of its cobalt for rechargeable batteries. The Congo is not exactly a region known\u00a0<a href=\"https:\/\/www.concernusa.org\/story\/congo-crisis-drc-timeline\/\" target=\"_blank\" rel=\"nofollow noopener\">for its stability<\/a>. Any disruption to the Congo&#8217;s 70% supply of worldwide cobalt could result in massive price spikes for the metal. This is undesirable.<\/p><p>Alternative sources need to be found in preparation for the EV car revolution in the works. Per Metalary.com, we can see a chart stretching back to 1937 for cobalt prices. We can see cobalt spike during the 2018 lithium spike and the recent 2021 lithium price recovery.<\/p><\/div><\/div><\/div><\/div><\/div>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-7b2afe0 elementor-widget elementor-widget-image\" data-id=\"7b2afe0\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" width=\"781\" height=\"441\" src=\"https:\/\/a2kadvisory.com\/wp-content\/uploads\/2021\/07\/4206551-1619220997918163_origin.png\" class=\"attachment-large size-large wp-image-1339\" alt=\"\" srcset=\"https:\/\/a2kadvisory.com\/wp-content\/uploads\/2021\/07\/4206551-1619220997918163_origin.png 781w, https:\/\/a2kadvisory.com\/wp-content\/uploads\/2021\/07\/4206551-1619220997918163_origin-300x169.png 300w, https:\/\/a2kadvisory.com\/wp-content\/uploads\/2021\/07\/4206551-1619220997918163_origin-768x434.png 768w, https:\/\/a2kadvisory.com\/wp-content\/uploads\/2021\/07\/4206551-1619220997918163_origin-16x9.png 16w\" sizes=\"(max-width: 781px) 100vw, 781px\" title=\"\">\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-e9c8511 elementor-widget elementor-widget-text-editor\" data-id=\"e9c8511\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<div id=\"single-post\" class=\"container my-4\" data-post-id=\"1043168\"><div class=\"site-content single\"><div class=\"single\"><div class=\"post-inner-content row\"><div class=\"col-lg-8 order-0\"><p>(Source:\u00a0<a href=\"https:\/\/www.metalary.com\/cobalt-price#:~:text=Cobalt%20Price%20%20%20%20Year%20%20,%20%2020%25%20%2060%20more%20rows%20\" target=\"_blank\" rel=\"nofollow noopener\">Metalary<\/a>)<\/p><\/div><\/div><\/div><\/div><\/div>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-034ed9e elementor-widget elementor-widget-text-editor\" data-id=\"034ed9e\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<div id=\"single-post\" class=\"container my-4\" data-post-id=\"1043168\"><div class=\"site-content single\"><div class=\"single\"><div class=\"post-inner-content row\"><div class=\"col-lg-8 order-0\"><p>Looking at demand estimations: First Cobalt puts\u00a0<a href=\"https:\/\/www.firstcobalt.com\/_resources\/presentations\/presentation.pdf?v=0.282\" target=\"_blank\" rel=\"nofollow noopener\">85% of the worlds EV<\/a>\u00a0batteries to contain cobalt by 2030.<\/p><\/div><\/div><\/div><\/div><\/div>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-d64b18b elementor-widget elementor-widget-image\" data-id=\"d64b18b\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" width=\"1024\" height=\"736\" src=\"https:\/\/a2kadvisory.com\/wp-content\/uploads\/2021\/07\/4206551-16195618590382764_origin-1024x736.png\" class=\"attachment-large size-large wp-image-1340\" alt=\"\" srcset=\"https:\/\/a2kadvisory.com\/wp-content\/uploads\/2021\/07\/4206551-16195618590382764_origin-1024x736.png 1024w, https:\/\/a2kadvisory.com\/wp-content\/uploads\/2021\/07\/4206551-16195618590382764_origin-300x216.png 300w, https:\/\/a2kadvisory.com\/wp-content\/uploads\/2021\/07\/4206551-16195618590382764_origin-768x552.png 768w, https:\/\/a2kadvisory.com\/wp-content\/uploads\/2021\/07\/4206551-16195618590382764_origin-16x12.png 16w, https:\/\/a2kadvisory.com\/wp-content\/uploads\/2021\/07\/4206551-16195618590382764_origin.png 1201w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" title=\"\">\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-0fdff9c elementor-widget elementor-widget-text-editor\" data-id=\"0fdff9c\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<div id=\"single-post\" class=\"container my-4\" data-post-id=\"1043168\"><div class=\"site-content single\"><div class=\"single\"><div class=\"post-inner-content row\"><div class=\"col-lg-8 order-0\"><p>(Source:\u00a0<a href=\"https:\/\/www.firstcobalt.com\/_resources\/presentations\/presentation.pdf?v=0.163\" target=\"_blank\" rel=\"nofollow noopener\">First Cobalt<\/a>\u00a0via Global Industry Analysts)<\/p><\/div><\/div><\/div><\/div><\/div>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-49ee3c4 elementor-widget elementor-widget-text-editor\" data-id=\"49ee3c4\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<div id=\"single-post\" class=\"container my-4\" data-post-id=\"1043168\"><div class=\"site-content single\"><div class=\"single\"><div class=\"post-inner-content row\"><div class=\"col-lg-8 order-0\"><p>Also, the spectrum of EV choices is expected to expand that will give consumers many more choices (which will create additional cobalt demand).<\/p><\/div><\/div><\/div><\/div><\/div>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-5ab2207 elementor-widget elementor-widget-image\" data-id=\"5ab2207\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"699\" src=\"https:\/\/a2kadvisory.com\/wp-content\/uploads\/2021\/07\/4206551-16195622815124745_origin-1024x699.png\" class=\"attachment-large size-large wp-image-1341\" alt=\"\" srcset=\"https:\/\/a2kadvisory.com\/wp-content\/uploads\/2021\/07\/4206551-16195622815124745_origin-1024x699.png 1024w, https:\/\/a2kadvisory.com\/wp-content\/uploads\/2021\/07\/4206551-16195622815124745_origin-300x205.png 300w, https:\/\/a2kadvisory.com\/wp-content\/uploads\/2021\/07\/4206551-16195622815124745_origin-768x525.png 768w, https:\/\/a2kadvisory.com\/wp-content\/uploads\/2021\/07\/4206551-16195622815124745_origin-16x12.png 16w, https:\/\/a2kadvisory.com\/wp-content\/uploads\/2021\/07\/4206551-16195622815124745_origin.png 1237w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" title=\"\">\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-758241e elementor-widget elementor-widget-text-editor\" data-id=\"758241e\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<div id=\"single-post\" class=\"container my-4\" data-post-id=\"1043168\"><div class=\"site-content single\"><div class=\"single\"><div class=\"post-inner-content row\"><div class=\"col-lg-8 order-0\"><p>(Source:\u00a0<a href=\"https:\/\/www.firstcobalt.com\/_resources\/presentations\/presentation.pdf?v=0.163\" target=\"_blank\" rel=\"nofollow noopener\">First Cobalt<\/a>)<\/p><\/div><\/div><\/div><\/div><\/div>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-82bacd3 elementor-widget elementor-widget-image\" data-id=\"82bacd3\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"540\" src=\"https:\/\/a2kadvisory.com\/wp-content\/uploads\/2021\/07\/4206551-1619729702668451_origin-1024x540.png\" class=\"attachment-large size-large wp-image-1342\" alt=\"\" srcset=\"https:\/\/a2kadvisory.com\/wp-content\/uploads\/2021\/07\/4206551-1619729702668451_origin-1024x540.png 1024w, https:\/\/a2kadvisory.com\/wp-content\/uploads\/2021\/07\/4206551-1619729702668451_origin-300x158.png 300w, https:\/\/a2kadvisory.com\/wp-content\/uploads\/2021\/07\/4206551-1619729702668451_origin-768x405.png 768w, https:\/\/a2kadvisory.com\/wp-content\/uploads\/2021\/07\/4206551-1619729702668451_origin-16x8.png 16w, https:\/\/a2kadvisory.com\/wp-content\/uploads\/2021\/07\/4206551-1619729702668451_origin.png 1171w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" title=\"\">\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-c29f638 elementor-widget elementor-widget-text-editor\" data-id=\"c29f638\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<div id=\"single-post\" class=\"container my-4\" data-post-id=\"1043168\"><div class=\"site-content single\"><div class=\"single\"><div class=\"post-inner-content row\"><div class=\"col-lg-8 order-0\"><p>(Source:\u00a0<a href=\"https:\/\/www.firstcobalt.com\/_resources\/presentations\/presentation.pdf?v=0.282\" target=\"_blank\" rel=\"nofollow noopener\">First Cobalt Market Intelligence<\/a>)We can also look at other sources for the estimated cobalt demand such as Cobalt Blue (<a title=\"Cobalt Blue Holdings Limited\" href=\"https:\/\/seekingalpha.com\/symbol\/CBBHF\" target=\"_blank\" rel=\"noopener\">OTCPK:CBBHF<\/a>) via UBS Bank.<\/p><\/div><\/div><\/div><\/div><\/div>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-abd9416 elementor-widget elementor-widget-image\" data-id=\"abd9416\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"540\" src=\"https:\/\/a2kadvisory.com\/wp-content\/uploads\/2021\/07\/4206551-1619729702668451_origin-1024x540.png\" class=\"attachment-large size-large wp-image-1342\" alt=\"\" srcset=\"https:\/\/a2kadvisory.com\/wp-content\/uploads\/2021\/07\/4206551-1619729702668451_origin-1024x540.png 1024w, https:\/\/a2kadvisory.com\/wp-content\/uploads\/2021\/07\/4206551-1619729702668451_origin-300x158.png 300w, https:\/\/a2kadvisory.com\/wp-content\/uploads\/2021\/07\/4206551-1619729702668451_origin-768x405.png 768w, https:\/\/a2kadvisory.com\/wp-content\/uploads\/2021\/07\/4206551-1619729702668451_origin-16x8.png 16w, https:\/\/a2kadvisory.com\/wp-content\/uploads\/2021\/07\/4206551-1619729702668451_origin.png 1171w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" title=\"\">\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-b87c082 elementor-widget elementor-widget-text-editor\" data-id=\"b87c082\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<div id=\"single-post\" class=\"container my-4\" data-post-id=\"1043168\"><div class=\"site-content single\"><div class=\"single\"><div class=\"post-inner-content row\"><div class=\"col-lg-8 order-0\"><p>(Source:\u00a0<a href=\"https:\/\/www.cobaltblueholdings.com\/download\/quarterly-activities-report-march-2021\/?wpdmdl=2981&amp;refresh=609039a71d49f1620064679\" target=\"_blank\" rel=\"nofollow noopener\">Cobalt Blue<\/a>\u00a0page 8 via UBS Bank)<\/p><\/div><\/div><\/div><\/div><\/div>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-61599358 elementor-widget__width-auto elementor-widget elementor-widget-heading\" data-id=\"61599358\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Geopolitics of Cobalt<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-1a7584b9 elementor-widget elementor-widget-spacer\" data-id=\"1a7584b9\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"spacer.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-spacer\">\n\t\t\t<div class=\"elementor-spacer-inner\"><\/div>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-6f4f98f elementor-widget elementor-widget-text-editor\" data-id=\"6f4f98f\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<div id=\"single-post\" class=\"container my-4\" data-post-id=\"1043168\"><div class=\"site-content single\"><div class=\"single\"><div class=\"post-inner-content row\"><div class=\"col-lg-8 order-0\"><p>Looking at the below map, we see that cobalt flows from the Congo to China for processing (and to a limited extent Finland). First Cobalt aims to siphon off some cobalt processing to North America. For a larger picture, use the link in the source below and go to page 14. The blue dots represent Lithium-ion battery cell plants in North America and Europe. Orange are &#8220;other refineries&#8221;. Bringing processing to North America helps ensure domestic supply of refined cobalt. Eventually, First Cobalt&#8217;s domestic supply of cobalt will come online via its cobalt mines. At that point, North America will be in a much better strategic position.<\/p><p>It should be noted that Jervois Mining (<a title=\"Jervois Mining Limited\" href=\"https:\/\/seekingalpha.com\/symbol\/JRVMF\" target=\"_blank\" rel=\"noopener\">OTCQB:JRVMF<\/a>) also has cobalt property in Idaho and is working on a\u00a0<a href=\"https:\/\/jervoismining.com.au\/our-assets\/smprefinery\/\" target=\"_blank\" rel=\"nofollow noopener\">cobalt refinery<\/a>\u00a0in Brazil.<\/p><\/div><\/div><\/div><\/div><\/div>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-85e7b2a elementor-widget elementor-widget-image\" data-id=\"85e7b2a\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"424\" src=\"https:\/\/a2kadvisory.com\/wp-content\/uploads\/2021\/07\/4206551-16197300746644742_origin-1024x424.png\" class=\"attachment-large size-large wp-image-1343\" alt=\"\" srcset=\"https:\/\/a2kadvisory.com\/wp-content\/uploads\/2021\/07\/4206551-16197300746644742_origin-1024x424.png 1024w, https:\/\/a2kadvisory.com\/wp-content\/uploads\/2021\/07\/4206551-16197300746644742_origin-300x124.png 300w, https:\/\/a2kadvisory.com\/wp-content\/uploads\/2021\/07\/4206551-16197300746644742_origin-768x318.png 768w, https:\/\/a2kadvisory.com\/wp-content\/uploads\/2021\/07\/4206551-16197300746644742_origin-16x7.png 16w, https:\/\/a2kadvisory.com\/wp-content\/uploads\/2021\/07\/4206551-16197300746644742_origin.png 1486w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" title=\"\">\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-20308e5 elementor-widget elementor-widget-text-editor\" data-id=\"20308e5\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<div id=\"single-post\" class=\"container my-4\" data-post-id=\"1043168\"><div class=\"site-content single\"><div class=\"single\"><div class=\"post-inner-content row\"><div class=\"col-lg-8 order-0\"><p>(Source:\u00a0<a href=\"https:\/\/www.firstcobalt.com\/_resources\/presentations\/presentation.pdf?v=0.282\" target=\"_blank\" rel=\"nofollow noopener\">First Cobalt<\/a>)<\/p><\/div><\/div><\/div><\/div><\/div>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-6745ab22 elementor-widget__width-auto elementor-widget elementor-widget-heading\" data-id=\"6745ab22\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">First Cobalt, A Future Cobalt Leader<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-25a1c452 elementor-widget elementor-widget-spacer\" data-id=\"25a1c452\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"spacer.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-spacer\">\n\t\t\t<div class=\"elementor-spacer-inner\"><\/div>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-217abb5 elementor-widget elementor-widget-text-editor\" data-id=\"217abb5\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<div id=\"single-post\" class=\"container my-4\" data-post-id=\"1043168\"><div class=\"site-content single\"><div class=\"single\"><div class=\"post-inner-content row\"><div class=\"col-lg-8 order-0\"><p>Given all of the above demand (with potential price geopolitical constraints), points us to North America needing cobalt flexibility from a strategic geopolitical viewpoint and the viewpoint of needing additional cobalt for EV batteries. Thus, our investment pick for this article is a company out of Canada called First Cobalt. Before we continue, we acknowledge First Cobalt is a small company with limited capital resources. The company will need additional funding to realize its cobalt dreams, but it is\u00a0<a href=\"https:\/\/www.firstcobalt.com\/news\/index.php?content_id=302\" target=\"_blank\" rel=\"nofollow noopener\">making progress via debt financing<\/a>:<\/p><blockquote><p>An exclusivity agreement with a leading financial institution (the \u201cLender\u201d) for US$45 million in debt financing to fund the capital cost relating to the recommissioning and expansion of the First Cobalt Refinery. The exclusivity period provides the basis for which the Lender will complete its remaining due diligence requirements prior to the negotiation of definitive documentations.<\/p><p>The financing process, which is being led by CIBC Capital Markets, is expected to be completed prior to announcement of a formal construction decision. In December 2020, the Government of Canada and the Government of Ontario announced a joint $10 million investment in the First Cobalt Refinery to help accelerate commissioning and expansion.<\/p><p>Permitting remains on schedule, supporting a commencement of construction in mid-2021. The Company\u2019s strong treasury has supported pre-construction activities, including procurement activities for long lead equipment orders.<\/p><\/blockquote><p>Trent Mell, President &amp; Chief Executive Officer, commented:<\/p><blockquote><p>We are on track to achieving our goal of commencing construction in mid-2021 and full commissioning in the second half of 2022. Progression into an exclusivity phase for a debt facility without a royalty or stream represents a key milestone in securing the remaining capital needed to restart the First Cobalt Refinery and brings us one step closer to our vision of producing the world\u2019s most sustainable cobalt.<\/p><\/blockquote><\/div><\/div><\/div><\/div><\/div>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-d3e380c elementor-widget__width-auto elementor-widget elementor-widget-heading\" data-id=\"d3e380c\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">The Focus of First Cobalt<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-34d0a25 elementor-widget elementor-widget-spacer\" data-id=\"34d0a25\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"spacer.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-spacer\">\n\t\t\t<div class=\"elementor-spacer-inner\"><\/div>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-527e7f11 elementor-widget elementor-widget-text-editor\" data-id=\"527e7f11\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<div id=\"single-post\" class=\"container my-4\" data-post-id=\"1043168\"><div class=\"site-content single\"><div class=\"single\"><div class=\"post-inner-content row\"><div class=\"col-lg-8 order-0\"><p>First Cobalt has four main areas of focus:<\/p><p>1. Reopening a cobalt refinery (pictured below) by October 2022. More updated news from the 28th of April is that the company has been\u00a0<a href=\"https:\/\/www.firstcobalt.com\/news\/news\/first-cobalt-granted-us-department-of-energy-funding--for-idaho-cobalt-project\" target=\"_blank\" rel=\"nofollow noopener\">awarded $600k dollars<\/a>\u00a0by the Department of Energy to explore its cobalt refining technology.<\/p><\/div><\/div><\/div><\/div><\/div>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-421549c9 elementor-widget elementor-widget-image\" data-id=\"421549c9\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"669\" height=\"429\" src=\"https:\/\/a2kadvisory.com\/wp-content\/uploads\/2021\/07\/4206551-16197308504688017_origin.png\" class=\"attachment-large size-large wp-image-1344\" alt=\"\" srcset=\"https:\/\/a2kadvisory.com\/wp-content\/uploads\/2021\/07\/4206551-16197308504688017_origin.png 669w, https:\/\/a2kadvisory.com\/wp-content\/uploads\/2021\/07\/4206551-16197308504688017_origin-300x192.png 300w, https:\/\/a2kadvisory.com\/wp-content\/uploads\/2021\/07\/4206551-16197308504688017_origin-16x10.png 16w\" sizes=\"(max-width: 669px) 100vw, 669px\" title=\"\">\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-1ea3bc68 elementor-widget elementor-widget-text-editor\" data-id=\"1ea3bc68\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<div id=\"single-post\" class=\"container my-4\" data-post-id=\"1043168\"><div class=\"site-content single\"><div class=\"single\"><div class=\"post-inner-content row\"><div class=\"col-lg-8 order-0\"><p>(Source:\u00a0<a href=\"https:\/\/www.firstcobalt.com\/_resources\/presentations\/presentation.pdf?v=0.282\" target=\"_blank\" rel=\"nofollow noopener\">First Cobalt<\/a>)<\/p><\/div><\/div><\/div><\/div><\/div>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-95fc988 elementor-widget elementor-widget-text-editor\" data-id=\"95fc988\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<div id=\"single-post\" class=\"container my-4\" data-post-id=\"1043168\"><div class=\"site-content single\"><div class=\"single\"><div class=\"post-inner-content row\"><div class=\"col-lg-8 order-0\"><p>2. Researching &#8220;black mass&#8221; recycling at the cobalt refinery.\u00a0<a href=\"https:\/\/www.proactiveinvestors.com\/companies\/news\/941576\/first-cobalt-begins-study-of-black-mass-material-from-recycled-batteries-941576.html\" target=\"_blank\" rel=\"nofollow noopener\">Black mass<\/a>\u00a0is slang for the various components that arrive in a lithium battery. This might include plastic and various metals to include lithium, cobalt, copper, etc. The company is exploring how to process these and become a recycling powerhouse in addition to refining and mining cobalt.<\/p><p>3. Exploring the flagship Iron Creek Project for cobalt mining. From company slides, we are looking at a feasibility study in 2023. Thus this one is going to take a few years to potentially pan out or move forward.<\/p><\/div><\/div><\/div><\/div><\/div>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-734b3f2 elementor-widget elementor-widget-image\" data-id=\"734b3f2\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"604\" height=\"788\" src=\"https:\/\/a2kadvisory.com\/wp-content\/uploads\/2021\/07\/4206551-16197312228798406.png\" class=\"attachment-large size-large wp-image-1345\" alt=\"\" srcset=\"https:\/\/a2kadvisory.com\/wp-content\/uploads\/2021\/07\/4206551-16197312228798406.png 604w, https:\/\/a2kadvisory.com\/wp-content\/uploads\/2021\/07\/4206551-16197312228798406-230x300.png 230w, https:\/\/a2kadvisory.com\/wp-content\/uploads\/2021\/07\/4206551-16197312228798406-9x12.png 9w\" sizes=\"(max-width: 604px) 100vw, 604px\" title=\"\">\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-218f732 elementor-widget elementor-widget-text-editor\" data-id=\"218f732\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<div id=\"single-post\" class=\"container my-4\" data-post-id=\"1043168\"><div class=\"site-content single\"><div class=\"single\"><div class=\"post-inner-content row\"><div class=\"col-lg-8 order-0\"><p>(Source: First Cobalt via the\u00a0<a href=\"https:\/\/www.firstcobalt.com\/media\/media-gallery\/photo-gallery\/\" target=\"_blank\" rel=\"nofollow noopener\">Iron Creek<\/a>\u00a0mine)<\/p><\/div><\/div><\/div><\/div><\/div>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-9231c2e elementor-widget elementor-widget-text-editor\" data-id=\"9231c2e\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<div id=\"single-post\" class=\"container my-4\" data-post-id=\"1043168\"><div class=\"site-content single\"><div class=\"single\"><div class=\"post-inner-content row\"><div class=\"col-lg-8 order-0\"><p>4. A partnership exists with Kuya Silver (<a title=\"Kuya Silver Corporation\" href=\"https:\/\/seekingalpha.com\/symbol\/KUYAF\" target=\"_blank\" rel=\"noopener\">OTCQB:KUYAF<\/a>) to push the &#8220;Cobalt Camp&#8221; mine in Ontario, Canada. One interesting side point is that copper and silver exist at the mines and this might yield valuable materials as an unexpected bonus.<\/p><\/div><\/div><\/div><\/div><\/div>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-d25a190 elementor-widget__width-auto elementor-widget elementor-widget-heading\" data-id=\"d25a190\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Conclusion<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-3ed36d8 elementor-widget elementor-widget-spacer\" data-id=\"3ed36d8\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"spacer.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-spacer\">\n\t\t\t<div class=\"elementor-spacer-inner\"><\/div>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-f652e51 elementor-widget elementor-widget-text-editor\" data-id=\"f652e51\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<div id=\"single-post\" class=\"container my-4\" data-post-id=\"1043168\"><div class=\"site-content single\"><div class=\"single\"><div class=\"post-inner-content row\"><div class=\"col-lg-8 order-0\"><p>First Cobalt is a risky junior miner with a market cap of just $136 million in USD. While we assess from a geopolitical and market demand standpoint they will be a success, this does not mean reality will concur. Unexpected things can and will occur. At the same time, the Biden administration is going all out to push EV. This bodes well for cobalt and lithium stocks.<\/p><p>One point to note is that\u00a0<a href=\"https:\/\/fresh-energy.org\/whats-up-with-the-cobalt-used-in-ev-batteries\" target=\"_blank\" rel=\"nofollow noopener\">cobalt use per car<\/a>\u00a0is going down. Overall demand for the EV cars is going up. So we should see a situation where overall demand rises for cobalt. While the majority of my bets are on lithium, it may not be a bad idea to place a few small side bets on cobalt. Please do your own due diligence before gambling on junior miners. Additional financial data to include offtake agreements, capital structure, and financial deals can be found via the\u00a0<a href=\"https:\/\/www.firstcobalt.com\/_resources\/reports\/FCC-2020-AIF.pdf?v=0.390\" target=\"_blank\" rel=\"nofollow noopener\">April 15, 2021 PDF<\/a>.<\/p><\/div><\/div><\/div><\/div><\/div>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-e65d731 elementor-widget elementor-widget-text-editor\" data-id=\"e65d731\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<div id=\"single-post\" class=\"container my-4\" data-post-id=\"1043168\"><div class=\"site-content single\"><div class=\"single\"><div class=\"post-inner-content row\"><div class=\"col-lg-8 order-0\"><p id=\"a-disclosure\"><b>Disclosure:<\/b>\u00a0I am\/we are long FTSSF, LAC, JRVMF.\u00a0<span id=\"top-business-disclosure\">I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.<\/span><\/p><p id=\"a-disclosure-more\"><strong>Additional disclosure:\u00a0<\/strong>We own long calls in LAC.<br \/>We have sold puts in LAC for June at a $12.50 strike.<\/p><\/div><\/div><\/div><\/div><\/div>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-1243ce9d elementor-widget elementor-widget-text-editor\" data-id=\"1243ce9d\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<div id=\"single-post\" class=\"container my-4\" data-post-id=\"1043168\"><div class=\"site-content single\"><div class=\"single\"><div class=\"post-inner-content row\"><div class=\"col-lg-8 order-0\"><p>Source : <a href=\"https:\/\/seekingalpha.com\/amp\/article\/4424507-cobalt-25-billion-reasons-to-invest-in-it\" target=\"_blank\" rel=\"noopener\">seekingalpha.com<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"<p>Where would Batman be without Robin? With that logic, you can say that where would Lithium be without Cobalt in most electric cars?<\/p>","protected":false},"author":1,"featured_media":1331,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"site-sidebar-layout":"default","site-content-layout":"default","ast-site-content-layout":"default","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","ast-disable-related-posts":"","theme-transparent-header-meta":"default","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"default","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center 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data-secret=\"AUTCdB2JEU\"><a href=\"https:\/\/a2kadvisory.com\/fr\/2021\/07\/07\/25-billion-reasons-to-invest-in-cobalt\/\">25 Billion Reasons To Invest In Cobalt<\/a><\/blockquote><iframe sandbox=\"allow-scripts\" security=\"restricted\" src=\"https:\/\/a2kadvisory.com\/fr\/2021\/07\/07\/25-billion-reasons-to-invest-in-cobalt\/embed\/#?secret=AUTCdB2JEU\" width=\"500\" height=\"350\" title=\"\u00ab\u00a025 Billion Reasons To Invest In Cobalt\u00a0\u00bb &#8212; A2k Advisory | Business advisory\" data-secret=\"AUTCdB2JEU\" frameborder=\"0\" marginwidth=\"0\" marginheight=\"0\" scrolling=\"no\" class=\"wp-embedded-content\"><\/iframe><script>\n\/*! 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