Co

Cobalt

Companies

Key Companies in the Cobalt Value Chain

The Cobalt industry encompasses at least 6 major companies from junior explorers and mine developers to integrated producers and downstream processors. With annual production of 230,000 tonnes and prices around 54,000-56,300 $/tonne, the Cobalt market supports a diverse corporate ecosystem.

Annual Production

230,000

tonnes

Market Price

54,000-56,300

$/tonne

Top Producer

DR Congo

73% share

Companies Tracked

6

Major Producers and Processors

The following companies are key participants in the Cobalt supply chain:

Glencore

Producer/Trader GLEN.L
Switzerland

Worlds largest cobalt producer through its Mutanda and Katanga mines in the DRC; also a major cobalt trader and refiner

CMOC Group

Producer 603993.SS
China

Operates the Tenke Fungurume copper-cobalt mine in the DRC (acquired from Freeport-McMoRan); one of the worlds largest cobalt operations

Umicore

Refiner/Recycler UMI.BR
Belgium

Major cobalt refiner and leading battery materials recycler; produces cathode precursors for EV batteries

Huayou Cobalt

Refiner 603799.SS
China

Chinas largest cobalt refiner and battery precursor manufacturer; vertically integrated from DRC mining to cathode production

ERG (Eurasian Resources Group)

Producer
Luxembourg/Kazakhstan

Operates multiple copper-cobalt mines in the DRC including the Metalkol RTR tailings reprocessing facility

Vale

Producer VALE
Brazil

Produces cobalt as byproduct of nickel operations in Canada (Voiseys Bay, Sudbury) and New Caledonia; operates Long Harbour refinery

Active Operations and Development Projects

These are the key Cobalt operations and development-stage projects associated with the companies above:

Tenke Fungurume

CMOC Group

Production (expanding)
Country: DR Congo Capacity: ~20,000 tonnes Co/year

One of the worlds largest copper-cobalt operations; expansion to increase output underway

KiCC (Kinsevere)

China Molybdenum (CMOC)

Production
Country: DR Congo Capacity: ~5,000 tonnes Co/year

Copper-cobalt mine being expanded with new sulfide processing circuit

Ramu NiCo

Metallurgical Corp of China (MCC)

Production
Country: Papua New Guinea Capacity: ~3,300 tonnes Co/year

HPAL nickel-cobalt laterite operation producing mixed hydroxide precipitate

Corporate Strategy Trends

Major consumers of Cobalt across the lithium-ion battery cathodes and superalloys for jet engines sectors are increasingly focused on securing long-term supply agreements, investing in supply chain traceability, and supporting new production sources to reduce exposure to the 73% concentration in DR Congo.

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