Cobalt briefing: Analysis of the material upside and downside risks in the cobalt market

18 May 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