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Cobalt: Five things to look for in 2026
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*Please note that this report only includes an Excel data file if this is indicated in "What's included" below
Report summary
This year's outlook on key trends includes: the resilient growth of the LCO market, DRC export quotas, Indonesia's rise, growth in secondary supply, and growing demand from the defense and aerospace sector.
Table of contents
- The LCO paradox: resilient demand in a low-cobalt world
- DRC quotas: industrial policy meets market reality
- Indonesia’s emergence: from nickel byproduct to cobalt powerhouse
- Defense spending surge: aerospace creates a persistent premium bid
- The circular economy inflection point
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