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Study finds cobalt supply can meet demand for EVs and electronics batteries through 2030

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Roughly 60% of mined cobalt is sourced from the Democratic Republic of Congo (DRC). Half of the current supply of cobalt is incorporated into cathodes for lithium-ion batteries, and many of those batteries are used in consumer electronics and electric vehicles. Xinkai Fu, Danielle N. Beatty, Gabrielle G. 9b04975.

Supplies 349
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Glencore and Britishvolt sign strategic partnership for long-term supply of cobalt; Glencore investment

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Glencore has entered a long-term strategic partnership for the supply of responsibly sourced cobalt with Britishvolt, a UK startup planning a Gigafactory ( earlier post ). Our commitment to support our partners in meeting their requirements for essential battery ingredients is key to underpinning long-term supply agreements.

Supplies 305
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DOE to award $30M for research to secure domestic supply chain of critical elements and minerals

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The US Department of Energy (DOE) will award up to $30 million to support scientific research that will ensure US businesses can reliably tap into a domestic supply of critical elements and minerals—specifically rare earth elements (REE) and platinum group elements (PGE)—needed to produce clean energy technologies. (

Supplies 321
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In 2017, Australia, Chile, and Argentina produced 91% of the world’s lithium

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In 2017, Australia, Chile, and Argentina produced 91% of all lithium while the rest of the world supplied the remaining 9%. The Democratic Republic of Congo produced 59% of the world’s cobalt. Clean Energy Manufacturing Analysis Center, “Are there enough materials to cover li-ion batteries?”.

Chile 281
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CLEE, NRGI studying ways to improve sustainability and governance across EV battery supply chain

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UC Berkeley School of Law’s Center for Law, Energy & the Environment (CLEE) and the Natural Resource Governance Institute (NRGI) are conducting a stakeholder-led research initiative focused on identifying strategies to improve sustainability and governance across the EV battery supply chain.

Supplies 221
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IRENA: diversifying critical material supply chains minimizes geopolitical risks

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The energy transition requires a massive increase in the supply of critical materials, yet supply chains remain vulnerable to a range of geopolitical risks. Although there is no scarcity of reserves for these energy transition minerals, global capabilities for mining and refining them are limited.

Supplies 195
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Roskill: a more sustainable cobalt supply chain will require huge improvements to the safety and security of ASM workers

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The Democratic Republic of Congo (DRC) is expected to be the source for approximately 69% of mined cobalt in 2020—i.e., a significant quantity of the world’s supply originates from areas ranking poorly in terms of corruption and working conditions, notes critical materials supply chain intelligence company Roskill.

Supplies 243