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Cobalt

The price of cobalt has seen two historic spikes in the last decade as supply has struggled to meet demand, driven by electric batteries. 

Cobalt is no longer the breakout metal it was in 2017 or 2021, with improved supply and changing electric battery chemistries impacting demand. But that does not mean that investors should count cobalt out just yet.

The Democratic Republic of Congo still dominates 73% of global supply, presenting significant geopolitical and supply chain risks, and soaring electric vehicle sales are expected to offset any efficiencies in electric battery chemistries.

Our latest in-depth analysis on cobalt:

Don’t count cobalt out in the long-term
Cobalt headed lower over summer, but higher in long term

Stay ahead of the market with our regular investment insights into cobalt:

Investment in clean energy needs to increase to $4.5 trillion a year by early 2030s, as metals projected supply falls short of demand — new IEA report
Demand for critical minerals — including, lithium, copper, nickel and cobalt — will x4 to meet global net-zero targets by 2030,...
The critical mineral wars are coming
production and processing of critical minerals more globally concentrated than oil and natural gas US completely reliant on imports for...
Commodity ETFs post first back-to-back inflows since Q1 2022
20 of the world's largest broad-based commodity exchange traded funds (ETFs) have seen positive net investments of US$1 billion over...
Australia’s mining industry pivots to US investors
Australia in top 3 global reserves of in-demand critical minerals, including zinc, lithium, nickel and cobalt plans A$500 million (US$336.7...
Investment in clean energy needs to increase to $4.5 trillion a year by early 2030s, as metals projected supply falls short of demand — new IEA report
Demand for critical minerals — including, lithium, copper, nickel and cobalt — will x4 to meet global net-zero targets by 2030,...
The critical mineral wars are coming
production and processing of critical minerals more globally concentrated than oil and natural gas US completely reliant on imports for...
Commodity ETFs post first back-to-back inflows since Q1 2022
20 of the world's largest broad-based commodity exchange traded funds (ETFs) have seen positive net investments of US$1 billion over...
Australia’s mining industry pivots to US investors
Australia in top 3 global reserves of in-demand critical minerals, including zinc, lithium, nickel and cobalt plans A$500 million (US$336.7...

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Sep 28, 2023
Manganese: the forgotten metal set to electrify markets
Sep 26, 2023
Investment in clean energy needs to increase to $4.5 trillion a year by early 2030s, as metals projected supply falls short of demand — new IEA report
Sep 25, 2023
Microsoft plans nuclear SMR strategy to power data centers

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