Cobalt briefing: Analysis of the material upside and downside risks in the cobalt market
George Heppel, Senior Analyst, Cobalt, Lithium & Battery Markets, CRU
- Industry mega trends changing the demand outlook – how are shifts in the batteries and EV market impacting the outlook for cobalt?
- Supply-side scenarios, prevalent risks and potential bottlenecks – is there potential for a price boom period?
- Capital flows into new projects – where are there new opportunities for investors?
- Cobalt juniors realistic expectations from investors and financiers