Mann und ich wollte gerade 'nen Happen essen. Kann ich natürlich nicht auf mir sitzen lassen :-). Da gibt es noch mehr Quellen ...
Interview mit Brad Marwood vom 25.4.2015
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Brad Marwood:
The thing about the cobalt market is that the current global consumption is I think approximately 70,000 tonnes per year. In the DRC, where I think somewhere between 30 and 40 percent of the known cobalt deposits or reserves of the world are found, there’s two mines that jointly can produce 100 percent of the world’s cobalt production.
The situation that I see that could turn this around is we’ve all seen and anticipated the introduction of electric cars getting significant traction in the market throughout the world. What we haven’t seen is the sort of growth speed in consumption of electric cars. I think there is an expectation that, well once again a statistic.
In China, it is believed that by 2020 there will be over a billion people that are middle class and will be looking to own a car. I think this statistic came from the China manager for Ford. Now, if you take a billion cars and you make them all internal combustion engines and put them into China, that would work very much against China’s aspiration to become a clean nation with respect to carbon footprint. As we recently saw in the major cities, China stopped any internal combustion engines, or petrol engines, diesel engines, on motorbikes and said they must all be electric and went about the business in a 12-month period designing and building electric motor bikes that could all be used in the cities. So you now have all these silent running motorbikes running around the entire towns instead of all of these noisy, polluting gas bikes, which I think is a very interesting step. So, the main point is you take a billion cars and they’ll most likely have to be electric cars, and then there’s 360 tonnes of copper in every one of those cars. And there is something like 60 kilos of cobalt in every one of those cars because cobalt has been found to provide a greater stable platform in the high vibration than a mobile battery will have in an electric car, rather than [diesel]. If that happens, then we’ll see cobalt price and copper price increase because demand will increase, and then we will look at adding a processing pathway to beneficiate the cobalt on our facility.
So, at the moment, we’re standing and watching, but we think in the next decade there will be a very significant increase in the consumption of cobalt as mobile electric cars gain traction.
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