Cobalt Product Suite
Comprehensive cobalt market analysis covering the entire cobalt supply chain and major cobalt markets across the globe
Unlock insights into cobalt's impact on battery manufacturing
Cobalt market is expericing high demand and price volatility due to supply chain uncertainty, geopolitical tensions, and changes in battery demand. Navigate this evolving landscape with our in-depth analysis that helps you understand market dynamics, trends, technologies, and capture emerging opportunities to accelerate your business growth.
Features and workflows
Understand the nuances of the cobalt market and anticipate developments across the entire supply chain with our cost analysis, short and long-term market outlooks
- Detailed analysis of cobalt market trends, including long-term supply, demand, market balances and price forecast for the cobalt market and supply chain
- Asset-level profiles include cost profiles and cost curves covering existing cobalt mines, processing facilities, and future projects
- Predict cobalt demand using integrated EV, portable electronics and alloy forecasts
- Trends on battery chemistry and technological trends
- Stay informed with regularly published reports and insights
Cobalt Market Service
- Strategic Planning Outlook: Comprehensive view of global and regional markets for the next 30 years, with data and analysis to 2050.
- Investment Horizon Outlook: Analysis of the investment landscape and market implications for current and anticipated investments for the next 10 years, with data to 2050.
- Short-Term Outlook: Monthly market outlook on supply, demand, trade, and price forecasts for the next 2 years.
Cobalt Cost Service
- Asset coverage of operating mines and projects producing significant cobalt, either as a primary metal or by-product of copper and nickel, and plants refining intermediates into cobalt sulphate and cobalt tetroxide.
- Detailed asset reports and summaries covering operating mines, new projects and refinery plants.
- Analyse and benchmark cobalt assets with our industry cost curves.
- Access granular data and input custom commodity prices, assumptions and inflation by cost segments to flex future cost analysis within the cost curve, asset profile and benchmarking tools.
Stay Informed
- Access to tailored insights into key market themes and our global team of Wood Mackenzie analysts.
- Gather accurate market intel and granular data on cobalt assets such as mines, plants refining cobalt-containing intermediates into refined cobalt chemicals
- Screen, identify and assess potential assets or companies for acquisition.
- Conduct valuation appraisal, financial modelling, and cost-benefit analysis.
- Benchmark against industry peers and develop strategies to improve competitive positioning.
- Analyse cost structures and resource allocation to inform strategic planning and enhance overall business strategies.
People: Our global team of experts has modelled hundreds of scenarios to provide comprehensive analyses of the metals and mined commodities sectors while integrating coverage of the energy ‘decarbonisation’ story.
Integrated: Our integrated analysis takes a unique approach, providing a comprehensive overview of the interdependencies between battery raw materials, and base metal commodities.
Granularity: Our data is built from the bottom up and available through our portal and tools. Access insights into the cost makeup of the entire cobalt supply chain and operating costs associated with production.
Breadth: Our market outlooks offer insights into cobalt market fundamentals and provide a comprehensive understanding of the market landscape.
Transparency: Analysis and commentary on macroeconomic trends, supply, demand and price fundamentals to help you answer complex questions on cobalt across different stages of the supply chain from intermediate to refined and various chemical end products.
Frequently asked questions
Here you’ll find answers to the most common questions you may have on Cobalt Product Suite.
Designed for a diverse range of professionals and organisations in the cobalt industry seeking reliable data, analysis, insights, and tools to navigate the complexities of the landscape.
This includes copper, cobalt mine owners and operators, battery manufacturers, investment analysts, fund managers, commodity traders, business development managers, supply chain and procurement managers.
We offer comprehensive coverage of the cobalt market, which is vital to the electric vehicle (EV) supply chain. This includes market outlooks on EVs, batteries, and raw materials and analyses of cobalt prices, demand, supply, and market balance for refined and feedstock products.
Additionally, our Cobalt Cost Services covers cobalt operating mines, projects, and plants refining cobalt-containing intermediates into refined cobalt chemicals (cobalt sulphate and cobalt tetroxide).
We provide individual asset reports and tools, including cost curves and cost models, to empower you to thrive in a competitive landscape. Use it to:
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Benchmarking against competitors to optimise costs and margins.
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Identify risks, opportunities, and operational efficiencies to enhance profitability.
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Stress test with scenario modelling capabilities under Wood Mackenzie’s energy transition scenarios to assess business resilience and optimise planning and investment strategies.
Get in touch now
Stay ahead of the changes and better understand the nuances of the entire cobalt supply chain by speaking to one of our leading experts today.