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DRC quota extension eases cobalt supply concerns, but market reaction muted
The Democratic Republic of Congo’s (DRC) move to extend its export window for cobalt quotas has been viewed as potentially easing supply tightness, although the immediate market reaction has been limited.
April 9, 2026
·
By Xiaoying Du
Insights
Fastmarkets proposes to amend publication times for China TEM prices: pricing notice
Fastmarkets proposes to amend the publication times for a number of its technology and energy metals (TEM) price assessments for the Chinese market, with the proposed changes to come into effect from Monday May 18. The prices, currently published in UK working hours, will be published in China working hours after the change to more […]
April 2, 2026
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By Fastmarkets pricing team
Insights
‘Massive’ discrepancy between DRC cobalt hydroxide exports, allocated quota: sources
The Democratic Republic of the Congo (DRC) may have exported less than half of the volumes allocated to miners for the fourth quarter of 2025, extended to the end of the first quarter of 2026, under the country's new quota system, sources told Fastmarkets in the week to Wednesday March 25.
April 1, 2026
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By Sofia Okun
Insights
Blue Moon Apex deal underscores gallium, germanium supply push, refining gap
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.
March 25, 2026
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By Sebastian Evelyn
Insights
Correction to rationale of cobalt standard grade, in-whs Rotterdam
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.
March 23, 2026
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By Fastmarkets pricing team
Insights
Trafigura, Mercuria receive copper, cobalt from DRC’s artisanal supplier
The Democratic Republic of Congo's (DRC) state-controlled Entreprise Générale du Cobalt (EGC) announced its first copper and cobalt shipments to Swiss traders Trafigura and Mercuria on Monday February 9, with Trafigura using the Lobito Corridor to transport commodities.
February 12, 2026
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By Sofia Okun, Julienne Raboca
Insights
From Kinshasa to Kansas: US lays out its plan to reshape cobalt supply chains
When President Trump took office for a second time just over a year ago, he immediately sought to tear up the Inflation Reduction Act (IRA), a key piece of Joe Biden’s legacy. But plans announced earlier this week, ending on Friday February 6, have reshaped the future for cobalt and critical minerals.
February 11, 2026
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By Alexander Cook
Insights
$12 billion US critical minerals stockpile could tighten supply chains
A new US initiative to establish a stockpile of critical minerals for the civilian economy could add pressure to already stretched supply, market participants told Fastmarkets on Tuesday February 3 and Wednesday February 4.
February 6, 2026
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By Solomon Cefai, Sofia Okun, Caroline Messecar, the Fastmarkets team
Insights
Rio Tinto-Glencore talks bring trading power in focus | Hotter Commodities
Uncover the implications of the Rio Tinto-Glencore discussions for worldwide mining operations and commodity markets.
January 12, 2026
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By Andrea Hotter
Insights
Miner Managem to switch to cobalt sulfate production instead of metal
Explore the implications of switching to cobalt sulfate at Managem's Bou-Azzer facility on global cobalt metal production.
January 8, 2026
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By Alexander Cook
Insights
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