On 6th September 2017, Core Consultants presented to Credit Suisse and their clients. The aim was to determine whether or not the current cobalt prices were sustainable. The presentation describes the cobalt supply chain and identifies current issues. We then went onto consider which producers are adding capacity, and whether this was sufficient for current and future demand. The presentation then considered current demand requirements and the potential for substitution. The conclusions show clearly the long term mean for cobalt prices and potential surplus by 2018/2019.
Managing Director, Core Consultants
Lara is the CEO and founder of Core Consultants. She has been an analyst for over thirteen years and has focused on commodity markets for just over a decade. She began her career as a buy-side analyst at Foord Asset Management in Cape Town, before taking a Head of Research role at a mining corporate finance and investment firm.
Latest posts from Lara Smith
- Has China given up its rare earth leverage over the US? - 16th September 2019
- Cobalt Investor Evening - 22nd July 2019
- July Rare Earth Report: US and China to Resume Trade Talks - 16th July 2019