Cobalt Blue Holdings Ltd

Halls Creek Project and Kwinana Cobalt Refinery update https://lnkd.in/gsgsg76C Halls Creek Project: We recently acquired a majority interest in the Halls Creek Project, a large-scale copper-lead-zinc-silver-gold asset. A comprehensive desktop review identified development options to be advanced via a Scoping Study—forecast for completion in or around June 2025. Kwinana Cobalt Refinery: With 80% of the detailed plant engineering completed, the KCR is advancing through the final stages to support a Final Investment Decision. Permitting has progressed through a public consultation period and is being assessed by the Western Australian government #copper #cobalt #criticalminerals #lithiumionbatteries #GreenEnergy #CleanEnergyTransition #MineralSupplyChain #Minerals #esginvesting #asx #nometalsnotransition #greenpremium #FutureMadeinAustralia #KwinanaIndustrialArea

Part 2 of the DRC’s plan to align cobalt supply with world demand is beginning to emerge – the next step following the export ban appears to be export quotas and plans to include “obtaining Indonesia’s collaboration” to “better control” cobalt supply and prices on the global market. https://lnkd.in/gyxXEWf4 https://lnkd.in/grvve7CA. Background on the policy shift is available here: https://lnkd.in/g3Mpa5n4

Fortune: Critical minerals processing will be the equivalent of 19th-century oil refineries https://lnkd.in/gC9_tfiJ The real bottleneck isn't finding the necessary minerals—it's refining, processing, and transporting them. https://lnkd.in/gkkhTQf8 #cobalt #MineralSupplyChain #FutureMadeinAustralia #KwinanaIndustrialArea

High Voltage: Congo’s cobalt cuts cause price spike as China scrambles for supply https://lnkd.in/gP7j6u2k #cobalt #criticalminerals #electricvehicles #lithiumionbatteries #criticalrawmaterials #GreenEnergy #CleanEnergyTransition #MineralSupplyChain #Minerals #esginvesting #asx #nometalsnotransition #greenpremium #FutureMadeinAustralia

A cobalt physical holding entity could significantly impact the cobalt market balance and price, as the company could quickly absorb highly sought-after inventory. https://lnkd.in/gr76kiYY #cobalt #batterymetals #criticalminerals #MineralSupplyChain #commodities

The DRC cobalt export ban has introduced a significant layer of uncertainty and tension in the market, sending prices on an explosive journey. A short-lived ban could mean a quick return to oversupply, while tighter long-term controls could reshape the global cobalt market and force a pricing reset. We take the opportunity to examine the government’s objectives, market impacts and potential next developments. https://lnkd.in/g3Mpa5n4 Thanks to Benchmark Mineral Intelligence for the excellent data on historical DRC exports, which helps demonstrate that a "surge" of exports is unlikely once the ban is removed. #cobalt #batterymetals #criticalminerals #MineralSupplyChain #esginvesting #asx #nometalsnotransition #greenpremium #FutureMadeinAustralia #KwinanaIndustrialArea

📈 Cobalt sulphate (EXW China) prices rally 27% week-on-week 🔎 The sharp price incline comes as impacts of the DRC's temporary cobalt export ban begin to permeate across the market. On March 5 2025, Benchmark assessed EXW China cobalt sulphate prices at an average of $4,554/tonne - a level that hasn't been reached since March of last year. Due to relatively lower inventory stocks, and a more frequent need to purchase material from the spot market, cobalt sulphate prices were quick to react to the export ban. Further price increases are expected for #cobaltsulphate due to bullish market sentiment, though the rate of increase is likely to soften. So far, the cobalt hydroxide and oxide markets have remained static as liquidity has dried up whilst players wait to ascertain an appropriate price level, but an increase is anticipated in the coming weeks. As fundamental oversupply persists, some market participants note that this price rally may be short lived once the market readjusts to the new supply landscape. Benchmark's Cobalt Price Assessment publishes IOSCO-assured cobalt prices to a proprietary, mineral-specific methodology with rolling market commentary. ⬇️ Get in touch via the link in the comments section.

Management presented the compelling case for the Halls Creek Project acquisition, the corporate name change and answered key investor questions. Link to the recording: https://lnkd.in/ggRxaBY6 #copper #cobalt #batterymetals #criticalminerals #lithiumionbatteries #criticalrawmaterials #GreenEnergy #CleanEnergyTransition #MineralSupplyChain #Minerals #esginvesting #nometalsnotransition #greenpremium #FutureMadeinAustralia

Temporary DRC Cobalt Export Ban ⛏️ Exports of cobalt from the DRC are to be halted for four months in a bid to counter persistent market oversupply. The export ban came into effect on 22 February 2025 and will be reviewed after three months with the potential to lengthen the ban further if deemed necessary. ⬇️ This infographic leverages proprietary Benchmark data to visualise the significance of the DRC in global cobalt production. Free to read analysis on what the ban could mean for the cobalt market is available on Benchmark Source. 🔎 Read more via the link in the comments.

We are excited to announce a live online webinar to discuss the details of the Halls Creek Project acquisition. Please join CEO Joe Kaderavek, Executive Manager Dr Andrew Tong, Exploration Manager Heath Porteous and Investor Relations Manager Joel Crane on Wednesday, 26 February, 2pm AEST. Register: https://lnkd.in/ggRxaBY6