A guide to junior cobalt/lithium/graphite explorers and developers
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The demand outlook for battery metals has significant upside potential. A lithium-ion battery comprises 15% graphite, 6% cobalt, and 2% lithium by weight. In this report, we focus on the outlook for lithium, cobalt and graphite. Even without this somewhat highly-optimistic view, the near-term future projects are expected to be robust for all of these metals, which should lead to sustained or increased pricing for all these commodities in the medium to long-term period.
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