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Cobalt Market Outlook

17 Sep 2025
The Power Up Stage

Global supply and demand trends

Long-term impact of the DRC's export ban on supply and pricing

How the export ban is affecting Western market access and security of supply

Implications for cathode material pricing

Potential influence on future battery chemistry choice

What to expect from the market as geopolitical tensions and sourcing strategies shift?


Speakers
Olivier Masson, Principal Analyst - Fastmarkets

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