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One consolidated view of the Central Africa and Southeast Asia theater — every tracked development, actor, and source report, stitched into a single evolving narrative.
Latest assessment
Continued copper and nickel production will create cobalt stockpiles that could depress prices after the ban ends. Analysis that regulatory uncertainty could push buyers toward alternative producers such as Indonesia.
Assessment development · updated through
Continued copper and nickel production will create cobalt stockpiles that could depress prices after the ban ends. Analysis that regulatory uncertainty could push buyers toward alternative producers such as Indonesia.
Open source reportChronology
The resulting cobalt byproduct will just be stockpiled in DRC, and - as soon as the export ban is lifted - it will flood the market, crashing prices again. Some analysts are suggesting the export ban could harm DRC's long-term production potential.
Continued copper and nickel production will create cobalt stockpiles that could depress prices after the ban ends. Analysis that regulatory uncertainty could push buyers toward alternative producers such as Indonesia.
Open source report