Critical Minerals and Energy Intelligence. Stay Ahead.
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.
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Demand for critical minerals to produce electric batteries is expected to increase exponentially in the next 5 years, according to...
The West wants to secure critical mineral supply chains — not with massive state subsidies, significant to China — but with market...
The most critical minerals for the energy transition, based on 35 existing lists from government, academic publications, international and non-governmental...
From 2023 to 2035, an estimated 50%-75% of refined copper, lithium, and cobalt supply growth is expected to come from...
Demand for critical minerals to produce electric batteries is expected to increase exponentially in the next 5 years, according to...
The West wants to secure critical mineral supply chains — not with massive state subsidies, significant to China — but with market...