Mine disruptions bring forward the copper supply vulnerability as recycling falls behind demand
The year 2025 has proven to be fraught with accidents and disruptions at major copper mines. The Kamoa-Kakula complex in the Democratic Republic of Congo, one of the world’s top five copper projects, owned by China’s Zijin and Canada’s Ivanhoe, has encountered a series of technical difficulties, which began with seismic activity and escalated into […]
Who will benefit from DRC’s tough measures to save the cobalt market?
The global cobalt market is currently undergoing a transformation due to the actions of the main cobalt producer, the Democratic Republic of the Congo (DRC). It is transitioning to strict government export control due to a market glut and prices bottoming out in early 2025. These measures have since resulted in higher prices, but could […]
Nickel prices are stable despite the unfavorable conditions, but not yet poised for growth
Over the past three years, the nickel market has suffered from oversupply driven by rapidly growing supplies from Indonesia. Experts do not expect the nickel market to return to balance before 2030. The outlook for nickel consumption in the battery manufacturing industry is less optimistic than it was recently, as demand for this metal for […]