Commodity Market Report
Global cobalt investment horizon outlook Q3 2023
This report is currently unavailable
*Please note that this report only includes an Excel data file if this is indicated in "What's included" below
Report summary
Over the last 12 months, there has been a fundamental shift in the cobalt market due to surging hydroxide stocks and slowing battery demand. As a result, cobalt prices plunged to historical lows. Near-term oversupply seems inevitable considering the fast-growing MHP supply coming from Indonesia. However, supply-side risks have never been as high as today for cobalt due to elevated geopolitical tensions between nations and growing ESG scrutiny from end consumers. The cobalt market may quickly fall into deficits if recycling is not well utilised and mine projects are not timely sanctioned. To secure stable supply over the coming decade, investment will be required at each stage of the cobalt value chain, from mining to recycling.
Table of contents
- No table of contents specified
Tables and charts
No table or charts specified
What's included
This report contains:
Other reports you may be interested in
Insight
Landscape remolded: DRC’s cobalt export quota plan officially released
DRC announces allocation plan for cobalt export quotas in 2025 Q4
$1,050
Insight
China economic focus August 2025: navigating a slowdown with policy supports
The Chinese government seeks more balanced growth through economic policy
$1,150
Insight
How does benzene pricing mechanism affect its market premiums and regional price differentials?
Asian transalkylation emerges as a crucial supply tier to accommodate necessary benzene supply changes.
$900
