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We can see in the chart below in 2007 what happens when we get a cobalt deficit the price spiked violently upwards. Of interest, cobalt is currently in deficit and forecasts are for the deficit to increase as Investing News reported back in February 2017 "According to Macquarie, a deficit of 885 tonnes is expected next year, with deficits of 3,205 tonnes and 5,340 tonnes expected in 2019 and 2020, respectively". My view is Katanga Mining [TSX:KAT] (OTCPK:KATFF) will soon come back online and balance demand and supply at least for the next 2 3 years.
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