Electra’s cobalt feedstock tests aim to expand NA supply for EV batteries

Electra Battery Materials Corp announced on Thursday July 31 that it is starting metallurgical testing on cobalt feedstocks at its historic Cobalt Camp in Ontario and at its Iron Creek, Idaho cobalt and copper project to expand North American supply of critical minerals contained in lithium-ion batteries for electric vehicles (EVs)

Key takeaways:

  • Electra’s innovative hydrometallurgical process aims to secure critical battery materials and address potential lithium-ion battery shortages.
  • New cobalt feedstock tests target North American resources, reducing reliance on foreign supply chains and tackling processing challenges.
  • Electra’s Ontario refinery, backed by LG Energy Solution, explores advanced methods to process complex cobalt concentrates.

Securing critical battery materials with cobalt feedstock tests

A more secure supply of critical battery materials can, in turn, help mitigate potential shortages of lithium-ion batteries. Steel is the dominant material in EVs. So potential disruptions in steel demand from the EV industry can also be mitigated.

“Many North American cobalt-bearing mineral resources have remained undeveloped due to mineralogy that is incompatible with conventional smelting and refining,” Trent Mell, Electra’s chief executive officer, said. “Our hydrometallurgical process offers a potential domestic solution to that challenge, aligned with the battery market and geopolitical imperatives.”

Localizing critical mineral supply chains through cobalt feedstock tests

According to the company’s press release, “this initiative comes at a pivotal time, as US and Canadian governments continue to accelerate efforts to localize critical mineral supply chains and reduce reliance on foreign processing, particularly from China.”

The cobalt feedstock tests are being conducted on new processing methods. This is to determine if more of the material at the two locations can be processed to extract critical minerals.

The test results may help Electra make front-end modifications to the refinery’s leach circuit. This would allow it to process additional arsenic-bearing polymetallic sulfide concentrates, the company said.

Advancing hydrometallurgical technology for North American feeds

The cobalt feedstock tests will provide “a clearer picture of how North American cobalt-bearing concentrates can be processed using Electra’s hydrometallurgical technology,” George Puvvada, Electra’s vice president of metallurgy and technology, said. “North American concentrates often contain elevated levels of arsenic and other impurities, which have made them difficult to process using conventional methods.”

“Building on the successful completion of the company’s black mass recycling test program, I believe we can responsibly recover critical metals from North American feeds and significantly expand the range of materials our refinery can process,” Puvaada said.

Electra’s refinery project in Ontario has a long-term offtake agreement with lithium-ion battery manufacturer LG Energy Solution. This is for up to 80% of its output over the first five years.

Stay ahead in the EV revolution. Explore more insights on cobalt feedstock tests, critical minerals and battery innovation.

What to read next
The additional kilogram-based prices, to be calculated from existing pound-based assessments, are intended to improve clarity and align the assessments more closely with prevailing commercial practices in Mexico’s non-ferrous scrap markets. Market participants commonly reference kilogram-based prices in submissions, transactions and negotiations, particularly in key regions such as Monterrey and Bajío. Publishing complementary peso per […]
Blue Moon Metals’ acquisition of the past-producing Apex mine in Utah from Canadian miner Teck Resources is the latest example of the push to boost gallium and germanium production in the West. But for miners seeking to cash in on higher prices of these metals, smelting arrangements remain a question.
Fastmarkets has corrected the rationale for its MB-CO-0005 Cobalt standard grade, in-whs Rotterdam, $/lb price assessment, which was published incorrectly on Monday March 23 due to a typo.
The webinar “Lithium in South America: An overview of the present and future,” presented the chance to gain valuable insights into the key dynamics currently influencing the lithium markets in South America, alongside expectations for how the regional and global outlook may evolve.
The global tungsten market in 2026 is marked by extreme volatility driven by geopolitical tensions, trade disputes, and resource nationalism, especially between China and the US. These dynamics have caused significant supply disruptions and price surges across tungsten products.
Mitsui & Co has locked in long-term copper concentrate supply by acquiring 40% offtake rights to Argentina's Josemaria deposit, while Fortescue has completed its acquisition of Peru's Cañariaco project for approximately C$139 million ($101 million), marking the latest in a wave of offtake deals and mergers and acquisitions (M&A) while majors race to secure supply amid an increasingly constrained market and record-low treatment charges (TCs).