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How Cobalt Blue’s Kwinana Refinery Rides the Cobalt Price Surge
12:01pm on Friday 21st of November, 2025 AEDT
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Mining
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How Cobalt Blue’s Kwinana Refinery Rides the Cobalt Price Surge
12:01pm on Friday 21st of November, 2025 AEDT
Key Points
NPV rises from A$90m to A$155m, IRR jumps from 23% to 32%
Initial production set at 3,000 tonnes cobalt, split between sulphate and alloy-grade metal
Feedstock sourcing revised to cobalt hydroxide with potential battery recycling integration
Key permits secured and binding feedstock agreement with Glencore signed
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