Cobalt Demand for EVs to Keep Raising, Cobalt 27 Capital CEO Says

The video discusses the impact of China's battery subsidies on the cobalt market, highlighting the rapid growth in electric vehicle adoption and the ethical sourcing challenges in the supply chain. It also explores the increasing demand for cobalt in military and aviation sectors, emphasizing the need for superalloys. The discussion shifts to the penetration of electric vehicles, with a focus on Chinese automakers and Tesla's influence. Finally, it highlights China's leadership in the electric vehicle industry and its commitment to environmental policy.

What is the projected demand for cobalt by 2025 due to the adoption of electric vehicles?

• 300,000 metric tons

• 250,000 metric tons

• 200,000 metric tons

• 150,000 metric tons

What is a significant concern for battery and car manufacturers regarding cobalt?

• Technological advancements

• Availability of cobalt

• Ethical sourcing

• Price fluctuations

What is the expected annual growth rate for superalloy demand?

• 2-4%

• 5-8%

• 10-12%

• 15-18%

Which country is expected to dominate the electric vehicle market in the coming decades?

• United States

• Germany

• Japan

• China

What role does China aim to play in the electric vehicle industry?

• The Paris of electric vehicles

• The Tokyo of electric vehicles

• The Detroit of electric vehicles

• The Silicon Valley of electric vehicles