Cobalt Supply & Demand Drivers for Investors - Joe Kaderavek, Cobalt Blue
Matthew Gordon, Ptolemy Capital
11 Months ago
A conversation with Joe Kaderavek, CEO of Cobalt Explorer and Developer, Cobalt Blue Holdings (ASX: COB) . Do I invest in Cobalt mining companies now? Let's understand the market first, and see if I buy in to the thesis for Cobalt as part of future Battery design and the Electric Vehicle revolution.
Kaderavek, an engineer, banker and hedge fund manager by background, explains to us the make-up and construction of the Supply / Demand economics of the Cobalt market. First surprising fact is Cobalt is a small market; 125,000t - 130,000t of metal equivalent. The entire cobalt market is the size of one medium size cargo ship.
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