DRC’s Cobalt Quotas Reshape the Global Critical Metals Market
DRC Cobalt Export Quotas Trigger Global Supply Shock, Expose China’s Strategic Vulnerability The decision by the Democratic Republic of the Congo (DRC) to impose strict export quotas on cobalt beginning at the end of 2025 marks one of the most consequential interventions ever seen in the critical minerals market. What was framed domestically as a sovereignty-driven reform has rapidly evolved into a global supply shock one that has revealed structural weaknesses in China’s refining dominance and forced a reassessment of supply-chain security across the energy transition ecosystem. A Sovereign Policy…
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