Component
Cobalt
Refined cobalt metal for NMC cathodes, produced from cobalt-bearing ore.
Criticality
Critical
Unit cost
$33K
Quality
50 / 100
US completeness
7.8
Made in US
600 tonnes
Current demand
8,000 tonnes
US exports
48 tonnes
Opportunity score
93.8
Domestic vs international supply
Planned US investment, next 5 years
$500M
Expected extra output: 3,800 tonnes per year