Cobalt 101 - The Cobalt Play: High Returns, High Stakes

Mar 7, 2025
By Gaia Research Team
Reading time: 10 mins.

The Strategic Importance of Cobalt is far more than a standard industrial metal - it underpins the shift to a low-carbon economy. As electrification accelerates, cobalt’s significance continues to rise. It remains a key ingredient in lithium-ion batteries, supporting electric vehicles (EVs), energy storage, and consumer technology. With global EV adoption and grid-scale storage expanding, cobalt demand follows an upward trajectory.