Cobalt

Energy Geopolitics

DRC Cobalt Quotas Expose Structural Limits of US Mining Counter-Strategy

While Washington acquires mines, Beijing controls the processing infrastructure that transforms ore into batteries—a dominance built through 20 years of patient integration.

9 min read ·
Energy Geopolitics

U.S. Firm Secures Congo Cobalt Mine in Strategic Win Against Chinese Dominance

Virtus Minerals' $750 million Chemaf acquisition marks Washington's first major operational foothold in critical minerals, but structural challenges remain.

8 min read ·