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The Cobalt Deficit Is Taking Shape So Is the DRC’s Endgame...
24 Jul, 2026 13:59 53 min read
The global cobalt market could return to deficit in 2026, giving the DRC greater influence as the source of about 70% of global supply. Congolese export quotas could widen the projected shortfall from 16,000 to 80,000 metric tons, supporting prices but increasing uncertainty for buyers... More