Cobalt
Congo Rebel Withdrawal Secures Battery Metals Supply After US Diplomatic Intervention
M23's retreat from strategic South Kivu positions demonstrates Washington's shift toward mineral-security diplomacy in African supply chains.
US Signs First Commercial Cobalt Refinery Deal, Targeting China’s 75% Processing Monopoly
EVelution Energy's $850 million Mitsui offtake agreement marks the first attempt to build domestic cobalt refining capacity as IRA compliance deadlines loom and battery demand accelerates.
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.
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.