Managing Director at Sage Enterprises | Incubator for startups at the nexus of Energy & Technology | Chief Commercial Officer at Paratus
Two key takeaways here: 1. If you want the #DRC government to impose export restrictions on #cobalt, one thing you could do is produce 15,000 tons more ore in 9 months than the upper end of your full year guidance; and 2. CMOC's three-year supply agreement with Contemporary Amperex Technology Co., Limited — the world’s top battery-maker and CMOC’s second-biggest shareholder — for copper, cobalt, nickel and lithium implies they are still fully committed to producing high quality batteries using well-established cobalt-based chemistries. https://lnkd.in/eXtg3QMw
