As the demand for lithium for batteries rises, so does the demand for cobalt. There’s plenty online about the potential upcoming shortage. I thought this one looked worth a punt and jumped in a couple of weeks ago. The second chart zooms into the last couple of years, so you can see the indicators more clearly. If the electric car revolution takes off, this sector could get interesting. Another one worth a look is Freeport-Mc Mo Ran Inc. I’m sure there are others, and there may be some here with some really useful comments.  As always, it’s important you do your own due diligence.