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In September 2017 Bernstein published a report on cobalt titled, "CONSIDERING THE COBLT CONUNDRUM". 

Excerpt: “In our view, therefore, we are likely to see a sustained period of cobalt prices in excess of the last peak in 2008 (US$ 107,000/t), in order to facilitate the necessary exploration for, and development of, incremental cobalt projects that will be required to satisfy this latest, and most significant, demand-pull in the history of the cobalt industry.”



 
EVs
 
CBS News - September 13, 2017
Car companies are showcasing the industry's future at this year's Frankfurt Motor Show -- and it's electric. In the past, auto makers --...
Markit said Mini -- originally a British brand -- will build the electric vehicle at a plant in Oxford, England. But fossil-fuel swilling
But with diesel falling out of favor, even in diesel-happy Europe, amid public health concerns following the Volkswagen emissions scandal, companies are clearly indicating that battery power is the fuel of the future.
 
Bloomberg-Quint - September 12, 2017
(Bloomberg Gadfly) -- Auto shows, like the one in Frankfurt this week, are usually the time for executives to display their most alluring...
a supply squeeze for ingredients such as cobalt. So what’s the damage at Daimler? It thinks some of its electric cars will be only half as
Stirred into action by Tesla Inc.’s sales success, plus various government announcements that seem to herald the combustion engine's demise, Daimler is going “all in” on electric vehicles. It’s not alone .…… While battery costs are falling, miners like Glencore Plc warn of a supply squeeze for ingredients such as cobalt.
 
The Korea Times - September 13, 2017
By Jhoo Dong-chan The nation's big three battery makers _ LG Chem, Samsung SDI and SK Innovation _ are engaged in a cutthroat battle since......
NCM811 battery cell, which consists of nickel, cobalt and manganese by a proportion of eight to one to one. Compared to existing battery
Utilizing its latest technology in battery cells, LG Chem has successfully developed the next-generation NCM811 battery cell, which consists of nickel, cobalt and manganese by a proportion of eight to one to one….Thanks to its high energy-density and lower production cost, the NCM811 cell is expected to become a core technology in the future of EVs that can travel more than 500 kilometers once fully charged.
 
 
Cobalt
 
Cnnfn - September 12, 2017
Two unassuming metals are taking the markets by storm.
. About 10% of current cobalt production goes towards electric car batteries, according to Andries Gerbens, a cobalt specialist at Darton
Cobalt prices have nearly doubled since the start of the year to trade around $29 per pound, according to data from Metal Bulletin. UBS says it's the top performing base metal this year. The performance has been fueled by one main factor: the rise of electric cars….About 10% of current cobalt production goes towards electric car batteries, according to Andries Gerbens, a cobalt specialist at Darton Commodities. But demand is expected to surge as automakers shift more production to electric vehicles.
 
 
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The materials appearing in this email contain forward-looking information. This forward-looking information includes, or may be based upon, estimates, forecasts, and statements as to management’s expectations with respect to, among other things, the size and quality of the Company’s mineral resources, progress in permitting and development of mineral properties, timing and cost for placing the Company’s mineral projects into production, costs of production, amount and quality of metal products recoverable from the Company’s mineral resources, anticipated revenues, earnings and cash flows from the Company's mineral projects, demand and market outlook for metals and coal and future metal and coal prices. Forward-looking information is based on the opinions and estimates of management at the date the information is given, and is subject to a variety of risks and uncertainties and other factors that could cause actual events or results to differ materially from those projected in the forward-looking information. These factors include the inherent risks involved in the exploration and development of mineral properties, uncertainties with respect to the receipt or timing of required permits and regulatory approvals, the uncertainties involved in interpreting drilling results and other geological data, fluctuating metal and coal prices, the possibility of project cost overruns or unanticipated costs and expenses, the possibility that production from the Company's mineral projects may be less than anticipated, uncertainties relating to the availability and costs of financing needed in the future, uncertainties related to metal recoveries and other factors. Mineral resources that are not mineral reserves do not have demonstrated economic viability. Inferred mineral resources are considered too speculative geologically to have economic considerations applied to them that would enable them to be categorized as mineral reserves. There is no certainty that mineral resources will be converted into mineral reserves. Readers are cautioned to not place undue reliance on forward-looking information because it is possible that predictions, forecasts, projections and other forms of forward-looking information will not be achieved by the Company. The forward-looking information contained herein is made as of the date hereof and the Company assumes no responsibility to update them or revise it to reflect new events or circumstances, except as required by law.

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