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Simon Moores: Expect Supply Chain Focus for Megafactory Metals

Simon Moores of Benchmark Mineral Intelligence believes that the emergence of battery megafactories will put pressure on supply of graphite, lithium and cobalt. "What I would expect is more focus on the supply chain situation," he told Resource Investing News at VRIC.

Cobalt Outlook 2015: Market Entering Deficit Territory

Tesla Motors and its lithium-ion battery gigafactory definitely stole the show in the cobalt market this past year. Looking forward, it appears that increased demand from that facility and others will begin to push the market into deficit.