The LME Dinner a couple of weeks ago had a much more positive feel about it than has been the case for a while. It’s not difficult to track most of that burgeoning optimism down to the surge of interest in all things connected with electricity storage and electric vehicles. Well, on the whole, I share the view that an electric revolution is developing across the world as cleaner forms of energy grow in importance. But are we getting ahead of ourselves?
During LME Week, I chatted to a bunch of cobalt traders - most of whom I have known for a long time - and the universal message was “buy...
