BATT Conference Agenda

Cobalt prices have surged to multi-year highs, driven by tightening supply chains, geopolitical risk, and accelerating demand from battery manufacturers. This volatility is reshaping the economics of black mass and redefining its role in the global battery raw materials market.

The presentation will explore: How supply disruptions, mining constraints, and energy transition policies have amplified cobalt’s price rally.

Impact on Recycling Economics: Are soaring cobalt values are boosting the profitability of black mass recovery and influencing investment flows into recycling infrastructure? Or is the opposite true?

Shifts in regional sourcing strategies, trade flows, and the competitive landscape for secondary raw materials.

How sustainability targets and regulatory frameworks, including extended producer responsibility and critical minerals policies, will shape cobalt and black mass markets through 2030.

Will high cobalt prices accelerate the move towards LFP battery production across the globe and what does this mean for recycled feedstock?

This session will provide actionable insights for stakeholders navigating the intersection of primary cobalt supply, secondary recovery, and the evolving battery materials ecosystem.