Mining
Cobalt supply chain
DRC artisanal and industrial mine supply, refining in China, and cathode chemistry shifts.
Curated sector reports
Cobalt supply chain
Mining·⚠ DRC mine concentration & China refining
Key chokepoints (3)
DRC copper-cobalt mining
⚠ active chokepoint
DRC supplies the majority of global mine cobalt; power and logistics disruptions ripple quickly.
Related tickers: CMOC
Artisanal & small-scale mining oversight
⚠ active chokepoint
OEM due diligence requirements can exclude untraceable cobalt streams.
Cobalt hydroxide refining
⚠ active chokepoint
China refines most hydroxide; export controls or energy shocks tighten Western supply.