The 10,700-Ton Hole in Glencore's Cobalt Supply
The 10,700-Ton Hole in Glencore’s Cobalt Supply A cathode materials procurement manager in Shenzhen stopped waiting for Glencore’s containers from Kolwezi in February. Now she places weekly cobalt orders from a warehouse 120 kilometers away, on the Wuxi Stainless Steel Exchange, competing with every other buyer whose African supply just got rationed. ...