In short: +70% to $24.20/lb (from a 20-yr low of $14) on DRC export disruption (the source of >70% of supply); the DRC's export cap/quota and the Mar 31, 2026 old-quota cutoff should keep prices "volatile and tightly bid" — sees the DRC lock as positive for prices.
Cobalt is a key ingredient in high-performance EV and aerospace batteries, and more than 70% of it comes from one country — the Democratic Republic of Congo. The DRC banned, then capped, its exports to push prices up, and cobalt has already jumped 70%. A grace period lets buyers use leftover 2025 export permits until the end of March 2026, so Prins expects a rush (and rising prices) into that deadline. As long as the DRC keeps a tight grip on supply, she sees it as good for prices.
In short: A jurisdiction-risk standout — DRC exports have been capped; labor/local/power disruptions there feed straight into price.
Nothing matches this filter.
Verbatim excerpts from the public transcripts (auto-pulled at each mention's timestamp, lightly cleaned). Timestamps link into the video; "source page" opens that commentator's full analysis at this row. Click a mention's header line to expand it (one open at a time). For personal study — not investment advice.