Tag Archives: cobalt
Nickel’s Advantage Over Cobalt Widens as Battery-Metals Markets Reprice Under Policy and Supply-Chain Shifts
Nickel is strengthening its position as a scalable battery and industrial metal, while cobalt’s outlook is increasingly shaped by export controls, governance scrutiny, and the fact…
DRC Probes Copper and Cobalt Revenues Amid Questions Over Capturing Mining Value
The Democratic Republic of Congo stands at the center of the global copper and cobalt supply chain, yet a critical imbalance persists: record-breaking production has not…
Luxembourg’s Rise as a Financial Bridge for Chinese Mining Expansion
As Chinese miners expand across Africa and Latin America, more of their overseas deals are being routed through European financial structuring—placing Luxembourg at the center of…
Global Copper and Cobalt Race 2026: How Africa and the Americas Are Reshaping Critical Mineral Supply Chains
The global competition for critical minerals has reached a decisive point in 2026, with copper and cobalt emerging as essential pillars of the energy transition. As…
Congo’s Cobalt Clampdown Lays Bare China’s Fragile Grip on Critical Minerals
China’s commanding position in the global critical minerals market—particularly in battery metals—has long appeared unassailable. In 2024, the country accounted for roughly 78 per cent of…
US and EU pursue different playbooks to secure critical minerals supply
As demand for battery metals and rare earths accelerates, the US and European Union are tightening their approaches to resource security—with Washington leaning on funding, offtakes…
Europe’s Critical Minerals Strategy Faces a Demand-Driven Reality Check
As the EU rolls out the next phase of its critical minerals strategy, analysts warn that the bloc is leaning heavily on supply expansion while underplaying…
Verisk Maplecroft flags South America as a lower-risk hub for Western critical minerals
A new Verisk Maplecroft report argues that South America offers Western buyers a more manageable mix of resource scale and political risk as they try to…
How Europe’s Black Mass Refineries Are Reshaping Battery Mineral Economics
Black mass refining is turning shredded lithium-ion battery waste into battery-grade inputs, with Europe expecting recycling to cover 10–20% of lithium and cobalt demand by 2030.…
Europe’s Critical Minerals Push Faces a Refining Bottleneck as Batteries Scale Up
Europe is expanding its critical minerals and battery materials footprint from mining to manufacturing, but refining capacity remains the key constraint. As gigafactories ramp up, companies…