Our latest cobalt price view from an expert team
Bringing together SFA (Oxford)’s expertise in the cobalt market, this quarterly price risk report is designed to aid investors and industry stakeholders to monitor and contextualise market impacting events. The rapidly evolving nature of government policy, electric vehicle (EV) roll-out plans, the battery industry value chain, and cobalt market players requires detailed analysis and interpretation to provide the reader with information on the most up-to-date risks to the cobalt market and price.
Cobalt market outlook
Released four times a year on a subscription basis, the Quarterly Cobalt Market report will keep you abreast of rapidly evolving developments in the cobalt market, providing you with a competitive edge with SFA's cobalt price forecast.
The content of each cobalt market report will vary according to cobalt industry events and market developments but will be tailored to incorporate an individual client’s specific strategic requirements. Typically, the cobalt report will include:
Cobalt demand impacts and new market threats:
Macroeconomic developments on cobalt supply-demand fundamentals and technology (global, US, EU and China).
The impact of powertrain technology trends, specifically electric vehicles (EV) forecast risks including global powertrain evolution and electrification, automaker announcements and implications for commodities, EU CO2 emission targets and opportunities for EVs, hybrid technology developments, China’s policies and the new energy vehicle market, and US market risks.
Lithium-ion battery technology shifts and electric vehicle powertrain developments and their impact on cobalt demand.
Future evolution of the cobalt supply chain, battery raw materials and development of other industrial uses, both emerging and in decline.
Cobalt market demand developments, Li-ion battery cathode chemistries, cobalt substitution risks and cobalt trade to China.
Supporting demand data on cobalt demand by end-use and cobalt EV demand by region.
Cobalt supply and production economic impacts:
Updates on the present and future stability and growth of primary cobalt supply and by-product cobalt supply from nickel and copper ores, supply response, cobalt reserves and resources, factors influencing cost inflation and exchange rate and volume impacts.
- Cobalt supply and supply risks, politics and mining in the Democratic Republic of the Congo (DRC).
Producer economics of cobalt supply.
Supporting supply data on cobalt supply by region, producer and operation, and from probable and possible cobalt projects.
Cobalt price forecast:
Five-year price outlook for cobalt.
'What-if' scenario analysis and cobalt price risk assessment.
Who should read this report?
All industry stakeholders and new business entrants who need to keep abreast of the evolving influences on the cobalt market and prices, including end-users, mining companies and juniors.
Investors and financial institutions needing to understand and quantify the risks and opportunities in the industry, future costs of production and short- to medium-term cobalt prices.
Live Q&A with the analysts
Each quarterly report is supported by a video call, most often hosted through MS Teams, which is led by Beresford Clarke, along with our team of expert Battery Metals analysts, to run through our latest powertrain metals outlook for cobalt, and address any further questions your team may have.
Often additional Client project teams join SFA's special meetings to hear our latest thoughts on the cobalt market.
Contact one of our team for more details
Other Battery Metals and Materials market reports
Explore other reports our clients use regularly.
Released annually, this ground-breaking, forward-looking report analyses the trends and influences on the cobalt market and battery technologies out to 2040.
As long-term cobalt supply is heavily reliant on Africa, it is imperative that SFA supports investors with unique ESG insights to assess cobalt's market competitiveness.
Our quarterly price risk-focused report details factors impacting the lithium, nickel and cobalt markets for the next five years and future battery technology trends.
The SFA team completes a deep dive into the short- to long-term opportunities enabling the success of electric vehicle production across supported regions.
SFA evaluates the long and complex life-cycle analysis of lithium-ion battery raw materials to improve the opportunities available for market stakeholders.
Released four times a year, SFA's lithium price risk report details short- to medium-term factors impacting the lithium carbonate and lithium hydroxide markets.
This ground-breaking, forward-looking report analyses the trends and influences on the lithium market and battery technologies out to 2040.
With high energy-intensive processes required to produce lithium hydroxide, SFA can help investors evaluate the sustainability of the lithium supply chain.
Argentina, Bolivia and Chile have long been low-cost sources of lithium supply for electric vehicles but greater ESG scrutiny means new processes must be adopted.
Released each quarter, SFA's nickel price risk-focused report details the factors impacting nickel sulphate demand, MHP and refined nickel for the next five years.
This ground-breaking, forward-looking report analyses the trends and influences on the nickel market and battery technologies out to 2040.
SFA applies its ESG analytical rigour to the nickel market to better understand which players are leading and which are falling behind the decarbonisation roadmap.
Significant long-term opportunities exist along the value chain as more supportive legislation drives EV growth, with greater awareness of ESG pressures.
China has the largest electric vehicle market in the world, so how can China co-exist with the rest of the world in this sector?
With high car ownership, dense cities, and the need to improve urban air quality, how can India adopt more electric vehicles and can city infrastructure cope?
European automakers need greater involvement in the battery supply chain to source raw materials and precursor components to improve supply security.
With Australia's abundance of battery raw materials, long-term challenges exist to develop its beneficiation strategy towards battery-grade precursor products.