EV exuberance – tightening the cobalt supply chain
*Please note that this report only includes an Excel data file if this is indicated in "What's included" below
Report summary
Table of contents
- Cobalt usage in batteries
- The outlook for EVs
-
The supply side has issues
- The by-product issue
- The DRC issue
- The China issue
- Is the great cobalt scramble ahead of us?
- What can be done?
- Conclusion
Tables and charts
This report includes the following images and tables:
- Cobalt prices have surged 172% this year
- EVs will account for 4% of car sales by 2025
- EV sales will boost cobalt demand over the medium term
- Copper and nickel mine supply has stagnated recently
- Cobalt is only a small share of revenue at sulphide mines
- The DRC accounts for nearly half of global reserves
- China dominates production of cobalt chemicals
- Around 90% of China's raw materials come from the DRC
What's included
This report contains:
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