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.

How has the adoption of electric vehicles changed since 2011?

What is the projected demand for cobalt in 2025 according to the text?

What are the ethical concerns related to cobalt sourcing mentioned in the text?

What impact might geopolitical tensions have on the demand for cobalt?

How does the speaker view China's role in the electric vehicle market?