Cobalt: leading producers?

Our global decarbonization models effectively burn through the world’s entirely terrestrial cobalt resources (data file here), mostly in EV batteries, making it one of the most crucial materials for an energy transition (data file here).

Hence this data-file reviews c25 mines around the world, and the resultant positions of 25 global cobalt producers. In each case, we tabulate the mine’s output, ore grade, processing technique and ownership details.

Two-thirds of global supply currently comes from the Democratic Republic of Congo, as a by-product of copper production, where the Katangan copper belt which has unique, stratiform sediment-hosted Copper-Cobalt ores.

The remainder is co-produced with nickel, in countries such as Australia, Canada, Cuba, Finland, Madagascar, Philippines, PNG, Russia, et al.

Full details are in the data-file, including our notes from an excellent, recent technical paper.

Leading Companies in Battery Recycling?

This data-file tracks over 6,000 patents filed into battery recycling technology, focusing in on 1,800+ post-2010, Western-filed patents. This matters as annual battery disposal requirements will ramp up to over 250kTpa over the next decade.  Hence the pace of patent development has been escalating at a 15% CAGR.

18 technology leaders are profiled ex-China, based on their patent filings and public disclosures. We tabulate the size, likely battery recycling revenues and recent commercial progress.

The leaders include 6 larger-cap listed companies (two in Japan, two in the US, one in Korea, one in Europe) and 10 private companies, including some exciting, early-stage concepts to improve material recovery and costs.

The final tabs of the file include all of the patents, with summaries, and our notes from recent technical papers.

Copyright: Thunder Said Energy, 2022.