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Roskill: Cobalt demand to grow steadily over the next decade

Green Car Congress

Underpinned by the huge demand for cobalt feedstocks from the battery sector versus relatively tight supply, the cobalt metal price climbed from below US$15/lb in 2016 to a ten-year high of US$43/lb in Q2 2018. Consequently, prices started to retreat from mid-2018 and fell to a three-year low of $13/lb in July 2019.

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Roskill: Spread of COVID-19 threatens cobalt supply; bottlenecks out of DRC

Green Car Congress

As COVID-19 continues to spread worldwide, the pandemic is having an unprecedented impact on the global economy and commodity markets, including cobalt. Roskill expects the cobalt market to face more severe supply disruption should the prevention and control measures be further extended on a global scale. Gulley, Erin A.

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Report: Chinese Export Rule Changes Could Impact EV Battery Production

The Truth About Cars

Mozambique and Madagascar produce 13 and 8.5 percent of the global graphite supply, respectively, while Brazil handles about 6 percent. But the country could limit exports, potentially driving up prices in the process over time.& & Prices have come down in terms of the smaller flake graphite since 2011.

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