CDI CONF 2017: When will the cobalt supply deficit come?

There has been much discussion during the Cobalt Development Institute conference in Marrakesh as to when the market will slip into a supply deficit.

There is no argument over the fact that both battery demand and aerospace demand are increasing over the coming years and that there will eventually not be enough material to satisfy this, but the timing is more difficult to pin down. The bulls are generally of the opinion that demand levels are strong enough that there might not be enough material available as early as next year. More cautious market participants note incoming supply from Katanga – if and when Glencore decide to ramp it up – and also...


James Heywood

May 18, 2017

11:52 GMT