the oregon group logo
Search
Contact
About Us
Twitter Linkedin Rss
Search
Contact
About Us
My Account
Login
Subscribe

Subscribe for Investment Insights.

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

Our industry video on how to invest in cobalt:

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

Artificial Intelligence and the next critical mineral supercycle
The explosion of Artificial Intelligence (AI) is expected to spark a 10-year critical mineral supercycle as the massive energy needs...
Germany struggles to avoid another geopolitical disaster, this time over critical minerals
Germany 100% dependent on imports for 14 of 27 critical minerals, 95% import dependent on 3 others German strategy to...
Deep-sea mining is coming, whether the environmental lobby like it or not
deep-sea mining has potential to meet 35-45% of global demand for critical minerals by 2065 Google, BMW, Patagonia, Samsung, Volkswagen...
US tightens restrictions on critical minerals and electric battery parts from China
The US Treasury has announced that any electric battery manufactured in the US that includes components or critical minerals extracted...
Artificial Intelligence and the next critical mineral supercycle
The explosion of Artificial Intelligence (AI) is expected to spark a 10-year critical mineral supercycle as the massive energy needs...
Germany struggles to avoid another geopolitical disaster, this time over critical minerals
Germany 100% dependent on imports for 14 of 27 critical minerals, 95% import dependent on 3 others German strategy to...
Deep-sea mining is coming, whether the environmental lobby like it or not
deep-sea mining has potential to meet 35-45% of global demand for critical minerals by 2065 Google, BMW, Patagonia, Samsung, Volkswagen...
US tightens restrictions on critical minerals and electric battery parts from China
The US Treasury has announced that any electric battery manufactured in the US that includes components or critical minerals extracted...

Latest Market Analysis:

Artificial Intelligence and the next critical mineral supercycle
Gold: the real thing? (by Simon Catt)
US miners vs US automakers
Is there enough tin supply to hold the tech revolution together?
The great nickel trade war
In gold miners we (don’t yet) trust
PDAC 2024: the government is here to help
Germany struggles to avoid another geopolitical disaster, this time over critical minerals
The West’s pursuit of Rare Earths hits resistance from China
America’s current critical mineral strategy threatens disaster
Kazatomprom, world’s largest uranium producer, flashes red
Is ammonia the answer to hydrogen energy’s problems?
Metal inventories, we have a problem
Inside the accelerating global race for lithium
Deep-sea mining is coming, whether the environmental lobby like it or not
The canary in the gallium and germanium mine
The Energy Transition disrupted
Will the Inflation Reduction Act survive America’s 2024 election?
Where will new uranium supply come from?
Will the US and Indonesia sign a free trade deal?
Lessons on hydrogen energy’s ambition vs reality from South Korea
How to invest in cobalt
Military rearmament is just getting started — without enough critical minerals
Renewable Energy vs Interest Rates
Platinum’s supply and demand crisis has started
Latin America’s “Lithium Triangle”: opportunities and risks for US investors
How to invest in nickel
The mining industry is running out of miners
Manganese: the forgotten metal set to electrify markets
The critical mineral wars are coming
Can Artificial Intelligence save the insurance industry from wildfires?
Critical mineral listing too late to secure copper supply
Australia’s mining industry pivots to US investors
Are nuclear small modular reactors too good to be true?
Niger crisis is a warning, commodity conflict is coming
Lift off for global helium market
A lot more copper needed to expand global electricity grid
Nickel supply has a Russia problem
Which critical minerals will power NextGen electric batteries
Don’t count cobalt out in the long-term
The rise of India
US Military and Critical Minerals: The New Arms Race
Cross Border Carbon Tariffs are coming. This is what investors need to know
What would “Peak Green” mean for commodity investors
What does de-dollarization mean for commodity investors?
The AI Revolution in Mining: Opportunities and Risks
The rise of silver: solar demand and dollar constraints
US metals demand set to soar on Biden’s big bets on clean economy
Recycling critical minerals: more mining needed
Can the London Metal Exchange nickel contract survive?
The Nuclear Renaissance
EU’s $1.1 trillion climate plan to supercharge commodities trade
The Great Game for Kazakhstan’s resources
The critical role of China in the global energy transition
Plugging Canada into America’s battery belt
PDAC key takeaways: mining goes long on optimism
Graphite mining at turning point
Can America’s old copper mines meet this century’s copper demand?
Stellar electric vehicle sales keep focus on tight metal markets
The emerging lithium powerhouse you never heard of
The great Gold Rush of 2023
Unlocking the opportunity in mining permits
Navigating commodity investing in a recession
The year the energy transition began
What the end of zero-Covid in China means for commodities
The road out of the global diesel crisis
Uranium market at start of 10-year bull run
Nickel’s environmental challenge offers opportunity for the West
Nickel needs to start small to go big
Why the markets are no longer in control
One thing investors need to know before investing in Africa
Markets are too comfortable with the supply of nickel
Copper demand set to electrify prices
Aluminium supply shutting down as demand set to rise
The new American century
America sets sails to meet global LNG demand
Agtech is the future of the fertilizer industry
Semiconductors are going global
Predicting Climate Change disasters with Artificial intelligence
What deglobalization means for green metals

As seen on

Bloomberg
CNBC
CNN
WSJ
FT
MiningJournal
Reuters
bnn-bloomberg200px
the globe and mail logo
The Oregon Group Logo

© 2022 The Oregon Group.
All rights reserved

The Oregon Group

Categories

-

Stay connected

Twitter Linkedin Rss

Website by Blink

Apr 22, 2024
Artificial Intelligence and the next critical mineral supercycle
Apr 16, 2024
Podcast: Nickel 28 CEO Anthony Milewski on battery metals, EVs and green nickel
Apr 15, 2024
New mines take nearly 18 years to build in 2020-23

SUBSCRIBE FOR INVESTMENT INSIGHTS

Welcome to The Oregon Group, an investment research team focused on critical minerals, mining, energy and geopolitics.

Our independent capital markets experts are sharing their boardroom expertise and institutional experience to help you profit and hedge your investment exposure during this time of unmissable opportunity.

Subscribe and get today’s market and industry trends delivered to you in real-time.

[mepr-membership-registration-form id="4595"]