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The state of cobalt supply and the potential impact on battery metal raw materials

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Listen: The state of cobalt supply and the potential impact on battery metal raw materials

S&P Global Platts Market and Methodology Specialist Marcel Goldenberg and battery metals pricing specialist Emmanuel Latham examine recent developments in the global cobalt supply and the potential ramifications on battery feedstocks as we head into 2019.

Glencore’s recent announcement that it will be temporarily halting exports of cobalt from its majority owned Kamato Mine in the DRC due to uranium impurities has seen suggestion that the global cobalt supply could fall in Q1 2019. 

This episode also examines the main drivers behind battery price reductions and how technology evolution could limit the dependence on key raw materials.

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