COBALT Long: Used for EV batteries & insufficient global supply

SUMMARY: Long, insufficient global supply , it is a critical component in rechargeable batteries.

Both Lithium and Cobalt are expected to rise exponentially.

These are not easy trades to play. We are looking at a new commodities super cycle, partially kicked off by excessive money supply creation.


Rising DXY will help suppress rising commodity prices a little --> Link to DXY below.