Cobalt Criticality and Availability in the Wake of Increased Electric Vehicle Demand: A Short-Term Scenario Analysis (original) (raw)

The minerals, metals & materials series, 2019

Abstract

Understanding cobalt criticality and availability is necessary as lithium-ion battery demand, particularly for electric vehicles, is projected to increase exponentially throughout the next decade. With these increases in demand, supply concentration and mining limitations could have a significant impact on cobalt-dependent firms, sectors, and emerging technologies. Increased recycling, cobalt refining capability, and possible substitution away from cobalt in high demand sectors form the basis of modeling scenarios; these scenarios are created to identify the implications of changes in the cobalt supply-demand balance to 2030. Based on these, cobalt faces a tight but not impossible short-term market, where recycling and additional cobalt sources should be pursued and will become increasingly important out to and past 2030.

Randolph Kirchain hasn't uploaded this paper.

Let Randolph know you want this paper to be uploaded.

Ask for this paper to be uploaded.