Cobalt Outlook: Supply Risks, Policy Shifts & Market Trends Image

Join the discussion with the CRU and industry experts:

  • Analysis of the DRC export ban's impact on cobalt prices and market balance.
  • Insights into Indonesia’s RKAB quota and recent royalty policy changes.
  • Discussion on how tariffs and shifting incentives are reshaping global battery value chain investments.
  • Updates on the EV and energy storage outlook, including the rise of LxFP and competing technologies.
  • Examination of CME cobalt and intermediate futures trading performance, post-ban price trends, and key hedging strategies. 

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