Cobalt Outlook Report

13 March 2010

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The cobalt industry is unusually complex in many respects. The supply base consists of several groups of producers with different business models and economic drivers, including a significant volume of by-product producers. A significant proportion of supply (currently around 45%) is sourced from a single country, the Democratic Republic of Congo, which has a history of political instability and civil war. China is a major importer of cobalt from the DRC, buying concentrates and intermediate chemicals for further refining in China. This key relationship is developing and is an important aspect of the cobalt industry going forward.

2009 November - there is a presentation and data update now available

Cobalt Outlook Report

The cobalt market is complex and opaque compared with many metal commodities. Supply comes from primary and by-product producers with different cost dynamics, while demand comes from sectors ranging from batteries to aerospace engines. Like many markets the cobalt industry has been affected by the recent downturn. Prices have fallen sharply and both supply and demand have suffered.

CRU’s Cobalt Outlook provides a complete review of the supply and demand side factors that will shape the cobalt market over the period to 2025. The study examines on a country-by-country basis the reserves of cobalt that are available and economically viable, and assesses the projected changes in cobalt production, capacity and trade patterns.

New technology

The report also considers the impact of new technology on cobalt demand, focusing on areas key to long-term growth prospects, such as the rechargeable battery and super-alloy sectors. The report brings together CRU’s industry experience and quantitative expertise to generate forecasts for prices and associated marginal costs.

The outlook provides:

· Insight into the structure of the cobalt market

· Historical and 15 year forecast data on output from the significant producers

· Investigation of potential future supply projects and economic viability

· Full analysis of the end-use markets with 15 year forecast on demand levels

· An extensive review of historical and future price trends

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