Cobalt and titanium are not worthless commodities but critical strategic metals with surging long-term demand. Cobalt is essential for EV batteries, AI data centers, aerospace, and defense, and while Indonesian nickel production has increased, it does not replace the need for high-grade cobaltfrom stable Western sources like Australia. The West is actively reducing reliance on Chinese and Indonesian supply chains, and any disruption in the DRC could send cobalt prices soaring overnight. Titanium is equally critical, with Boeing, Lockheed Martin, and Airbus relying on it for aviation and defense, while the US and EU are investing heavily in securing non-Chinese titanium supply. Comparing Broken Hill is misleading since cobalt is commonly found in lead-zinc-copper formations, and with Lincoln Minerals already reporting 13% lead alongside copper, the probability of cobalt in our system is extremely high. Prices may be weak now, but with surging demand and geopolitical risks, Lincoln Minerals (LML) is positioned to capitalise massively when the market wakes up. 2028 will be a different story!
LML Price at posting:
0.5¢ Sentiment: Buy Disclosure: Held
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