COB cobalt blue holdings limited

3.77%

5.5¢

Broken Hill global cobalt province., page-476

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bluesamurai

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08/03/23

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Post #: 66661454
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Originally posted by bluesamurai: ↑

The cobalt market is currently bracing for another potential near-term supply shock, as CMOC works to resolve a dispute with its Congolese state-owned partner, which would allow it to export a huge stockpile of semi-refined cobalt hydroxide from its Tenke Fungurume mine. While its exports were blocked in mid-July, CMOC has kept the mine running at close to full capacity, simply stockpiling the extra metal until it can resume shipments, Bloomberg reported last month.“While the broader cobalt complex endured a massive correction during 2022 against a backdrop of sharp supply increases and numerous demand setbacks, green shoots are starting to show,” Darton Commodities said. “However, the standoff between CMOC and Gecamines in the dispute over royalty payments remains a wild-card, and has the potential to drastically shift the cobalt hydroxide market in one direction or the other.” QUOTE
COB is in a strong position with the real demand to jump around 2025 these supply issues will play out but the really important points are that the cobalt will be sought out from secure jurisdictions with proven ESG credentials to process the resources. This means offtake agreements must be entered into soon to provide stable supply for OEMs to be able produce into the future against their opponents in the industry IMO

https://www.mining.com/web/cobalt-market-saw-a-record-breaking-supply-boom-in-2022/

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But so intense is the competition for battery metals and so entrenched the dominant Chinese operators that Western automotive companies have little choice but to invest directly in the next generation of supply projects. QUOTE
COB have spent a great deal of time & energy getting to the position of being able to mine and process ore at the demonstration site well ahead of competitors right at the moment automakers will have to make important decisions to safeguard their requirements to support long term manufacturing goals IMO

https://www.mining.com/web/column-automakers-rush-in-where-miners-fear-to-tread/

COB Price at posting: 35.5¢ Sentiment: Buy Disclosure: Held
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Broken Hill global cobalt province., page-476

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Broken Hill global cobalt province., page-476

Top Stories

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Orthocell sees 4% jump as Remplir used in first US surgery. But is that low?

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ASX Market Close: Index creeps lower as half-year mark approaches | June 26

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ASX Market Open: IPO hype, Wall Street ATHs push Aussies into green hope | June 27

Listen: HotCopper Wire Podcast 015 – Yeah, we're thinking the IPO market is back

Boss extends June win streak with boosted Alta Mesa extraction rates

Australia’s gas crisis is here – and dying coal plants aren’t helping

Paradigm Biopharmaceuticals makes key acquisition moving into FY26

Featured News

Buyers (Bids)

Sellers (Offers)

Featured News