Cobalt (LME): $27,450 ▲ 3.2% | DRC Output (kt): 168.4 ▲ 5.1% | ASM Share: 15.8% ▼ 1.2% | EV Battery Demand: 412 GWh ▲ 28.6% | Glencore KCC: 42.1 kt ▲ 8.4% | CMOC Tenke: 31.8 kt ▲ 12.7% | Cobalt Hydroxide: $12.80/lb ▲ 2.1% | LFP Market Share: 41.3% ▲ 6.8% | NMC 811 Adoption: 34.7% ▲ 4.2% | DRC Mining Revenue: $3.8B ▲ 9.6% | Cobalt (LME): $27,450 ▲ 3.2% | DRC Output (kt): 168.4 ▲ 5.1% | ASM Share: 15.8% ▼ 1.2% | EV Battery Demand: 412 GWh ▲ 28.6% | Glencore KCC: 42.1 kt ▲ 8.4% | CMOC Tenke: 31.8 kt ▲ 12.7% | Cobalt Hydroxide: $12.80/lb ▲ 2.1% | LFP Market Share: 41.3% ▲ 6.8% | NMC 811 Adoption: 34.7% ▲ 4.2% | DRC Mining Revenue: $3.8B ▲ 9.6% |

Analysis

In-depth intelligence on DRC cobalt mining operations, supply chain dynamics, artisanal extraction, corporate governance, and the geopolitics of critical mineral supply.

The Formalization Paradox: Why Artisanal Cobalt Mining in Katanga Resists Institutional Control

Despite billions in supply chain investment and mounting regulatory pressure, artisanal cobalt mining in the DRC's Katanga region remains stubbornly informal. An analysis of why formalization efforts have failed and what it means for the EV supply chain.

Feb 28, 2026

Glencore vs. CMOC: The Battle for Cobalt Supremacy in the DRC Copperbelt

How Glencore's Kamoto Copper Company and CMOC's Tenke Fungurume complex define the industrial cobalt landscape — operational strategies, expansion plans, and the shifting balance of power in Katanga's Copperbelt.

Feb 25, 2026

The Cobalt Bottleneck: How DRC Mining Constraints Threaten the EV Battery Revolution

Global EV production targets require a doubling of cobalt supply by 2030. With 74% of mine production concentrated in one country, the supply chain faces structural vulnerabilities that no amount of battery chemistry innovation can fully resolve.

Feb 20, 2026

Beyond the Headlines: Child Labor in DRC Cobalt Mines and the Limits of Corporate Due Diligence

A forensic assessment of child labor prevalence in Congolese cobalt mining, the effectiveness of remediation programs, and why corporate supply chain audits cannot solve a problem rooted in structural poverty and institutional failure.

Feb 15, 2026

The DRC Mining Code and the Gécamines Problem: Resource Governance at the Crossroads

An analysis of the DRC's 2018 revised mining code, Gécamines' sprawling joint venture portfolio, and the fundamental tension between resource nationalism and investment attractiveness in the world's most important cobalt jurisdiction.

Feb 10, 2026