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The cobalt conundrum

Benchmark Mineral Intelligence cobalt analyst Caspar Rawles is getting used to answering questions on the supply issues facing cobalt end users, specifically those coming out of majority producer, the DRC; and the possibility of substitution, which becomes more of an issue with every day of rising prices passes.

Viewpoint > Forum

The cobalt conundrum

Benchmark Mineral Intelligence cobalt analyst Caspar Rawles is getting used to answering questions on the supply issues facing cobalt end users, specifically those coming out of majority producer, the DRC; and the possibility of substitution, which becomes more of an issue with every day of rising prices passes.

The cobalt conundrum

Even by Benchmark's conservative estimates regarding EV growth, cobalt demand is expected to markedly increase

Mining Journal: What does Benchmark mean when it talks about the ‘cobalt conundrum’?