By Chris Berry (@cberry1)

Cobalt is finally getting its due. Driven by anticipated strong growth in electric vehicle sales, the LME price has increased 35% year to date with the cobalt chemicals pricing showing similar strength.

Our Thinking and What We Do

We provide advisory and consultancy services to a broad array of clientele including asset managers, corporations, and academia on how supply chain dynamics are being altered by volatility in commodity markets, geopolitics, and macroeconomics.

We're primarily focused on the supply chains of Energy Metals - any metal or mineral used in the generation or storage of energy. Advances in technology, continued urbanization and changing demographics are all creating opportunities across numerous industries which we aim to point out and evaluate.

Throughout history, no society has sustained a higher quality of life without access to cheap commodities or materials. As global population ebbs and flows, putting stresses on resource supply chains, efficiency and technology must come to the fore to continue to provide for a higher quality of life. The looming challenges and impacts on supply chain development are ideas we must all understand and accept in order to chart a sustainable path forward for humanity.

Events

Twitter @cberry1

South Korea’s LG Energy said it would invest about $5.6 billion in a battery-manufacturing complex in Arizona… https://t.co/YB0ByMyth3
Mar 24, 2023, 7:19 AM
Between this news and @cirba_solutions plans to expand lithium ion battery recycling in the state, South Carolina i… https://t.co/CKOmJ0UNQ6
Mar 22, 2023, 4:36 PM
Very pleased to be part of this forum given the huge structural shifts at play in the battery metals space and glo… https://t.co/ZOi8LYdkRD
Mar 21, 2023, 9:11 AM

The Cobalt Window Finally Opens Up

Our Thinking and What We Do

Events

Twitter @cberry1

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