Cobalt

Transparent data and insight for the cobalt supply chain

Demand for critical metals and minerals is rapidly increasing, and at CRU, we understand the need for timely, accurate data in a fast-paced environment. From mine to market, we ensure clients have a clear picture of cobalt market trends through our in-depth market outlooks, price assessments and forecasts.
We will keep you up to speed on supply fluctuations, costs and policy developments impacting the overall supply chain as decarbonisation ramps up and end-use sectors drive long-term demand. Partner with us to unlock actionable insight that will empower your strategies.

Upstream

Our coverage of cobalt begins with detailed analysis of mining, exploration and ore processing. We report on major mine and plant closures, restarts and new projects, as well as their impacts on supply and demand – ensuring you have a clear understanding of cobalt supply chain risks from the ground up. What’s more, we provide granular insight on decarbonisation initiatives so policymakers can identify areas for greener sourcing of raw material.

Midstream

CRU analysts have a rich understanding of midstream processes in the cobalt value chain, from smelting and refining to cathode manufacturing for later use in downstream markets. Our quarterly market outlooks offer comprehensive insight on production, output and prices for refined cobalt, hydroxide, matte, mixed precipitates (MHP) and more. We also shed light on tariffs and other trade barriers affecting inventories and capacity, enabling you to better manage risks.

Downstream

Our breadth and depth of expertise on cobalt market trends extends to critical end-use sectors, including energy storage, battery manufacturing, automotive and steelmaking. With our Battery Value Chain, Steel, Automotive, and Energy Storage and Costs services, you will gain deeper insight on just how downstream cobalt products are being used and where.  

Cobalt is a chemical element present in the enamelled mineral

Transparent price data for all your business needs

Price visibility is essential in volatile markets, which is why our independent assessments and forecasts are conducted by experienced analysts with a rich understanding of cobalt market trends. We track bi-weekly, weekly and monthly cobalt prices in key regions such as China, Europe and the US. Join with us to access up-to-date, accurate data for support in planning purchases and procurement. 

Empower your decisions with in-depth battery cost data

Battery demand is expected to increase drastically by 2030, driven by the energy transition. With CRU’s Battery Technology and Cost service, you will access a detailed model, comprehensive report and data pack covering changing technologies and cell costs – enabling you to clearly understand how the industry is developing. Our customisable, interactive online model offers frequent analyst deep-dives and forecasts on the sector, so you can effectively plan scenarios, mitigate risk and make the best possible investment decisions.  

 

Sign up to receive CRU’s Newsletter

Sign Up