Cobalt Hub · Updates

What’s happening in ASM cobalt.

A dated, source-rated feed of developments in artisanal cobalt and DRC mineral governance. Each entry is rated for how well it is corroborated.

Showing 56 of 56 updates
2026-07
Policy & governance

ARECOMS sets a 1 July effective date and a 5 July customs cut-off for the first-half quota forfeiture

A late-June ARECOMS notice operationalised the forfeiture flagged in June: the measure took effect on 1 July 2026, and only cobalt entered into the customs system by 5 July 2026 could still ship under first-half quotas, with unshipped volumes reverting to the strategic quota and no carry-forward. ARECOMS restated it can revoke export rights for missed deadlines, illegal quota transfers or processing of unauthorised material.

Well corroborated
2026-07
Policy & governance

As of July 2026, three cabinet-adopted mining decrees remain unpromulgated

The strategic-reserve decree (April), the strategic-minerals-list decree raising the royalty to 10% (May) and the CEEC certification decree (March) were each adopted only as drafts in the Council of Ministers. By early July none had been signed by the Prime Minister or published in the Journal Officiel, so they are not yet in force; the 10% royalty in particular applies only on the Prime Minister’s signature. Congolese press confirms the drafts, but no gazetted text was located, a reminder that an adopted draft decree is not an enacted one.

Moderately corroborated
2026-06
Market & production

Fastmarkets: DRC cobalt-hydroxide shipments run well below allocated quotas

Fastmarkets reported that only about a third to a half of Q4-2025 and Q1-2026 cobalt-hydroxide allocations were physically shipped, with roughly 7,800 t clearing customs between December 2025 and end-February 2026, citing paperwork, logistics and a bridge collapse on a key route. Single-source market intelligence, attributed to unnamed DRC operators; it aligns with Glencore’s reported 39% year-on-year cobalt drop but is not independently confirmed by customs data.

Single source
2026-06
Rights & environment

KSQF and UNICEF partner to withdraw children from mining in Haut-Katanga

The Sharjah-based Khalid bin Sultan Al Qasimi Humanitarian Foundation announced funding for a UNICEF child-labour project in the Kambove health zone, aiming to withdraw more than 200 children from artisanal sites, provide cash transfers to 100 families and open schooling and vocational pathways. It builds on UNICEF’s TPS+ model, which reports 1,015 children removed from mines in 2024.

Moderately corroborated
2026-06
Policy & governance

ARECOMS forfeits unused first-half 2026 cobalt quotas into the strategic reserve

In a late-June notice, ARECOMS said any January–June 2026 export quota left unused by 30 June is forfeited and reassigned to its strategic quota, with no carry-forward, and warned it can withdraw quotas from companies that fail to ship or that handle unauthorised third-party material.

Well corroborated
2026-06
Events

DRC Mining Week 2026 opens in Lubumbashi on a “critical-minerals hub” theme

The 21st edition (17–19 June, Pullman Grand Karavia) drew 300+ exhibitors; Mines Minister Louis Watum said the DRC must move from extraction to “transformation, innovation and value creation,” and provincial authorities announced an EV-battery plant for the DRC–Zambia special economic zone.

Well corroborated
2026-06
Rights & environment

AFREWATCH, RAID and Source International report air and water around Kolwezi far above WHO limits

A joint communiqué on October-2025 sampling in Kolwezi, Pierre Muteba 2 and Fungurume reports fine-particle readings up to six times WHO guidelines and heavy metals (cobalt, arsenic, lead, uranium) in water and sediments, and criticises slow state remediation.

Moderately corroborated
2026-06
Rights & environment

Local officials flag children working on the Kamilombe copper-cobalt tailings site

The mayor of Dilala commune voiced concern over the persistent presence of children on the Kamilombe remblai, a high-risk artisanal zone on Kolwezi’s edge (also the Fair Cobalt Alliance’s flagship site). Single-source; no FCA or EGC response documented.

Single source
2026-06
Artisanal & formalisation

SAEMAPE presents orders creating 33 new artisanal mining zones in Lualaba

The state artisanal-mining service presented to Governor Fifi Masuka the ministerial orders establishing 33 new Zones d’Exploitation Artisanale, part of the post-suspension effort to give creuseurs legal space to work.

Moderately corroborated
2026-05
Geopolitics & deals

EGC, EVelution Energy & Trafigura sign MoU for a direct US–DRC cobalt supply chain

A tripartite MoU frames long-term supply of Congolese cobalt hydroxide to a planned US refinery; on the DRC side it commits the parties to explore building local refining capacity and to train EGC teams.

Moderately corroborated
2026-05
Policy & governance

DRC expands its strategic-minerals list and raises the royalty to 10%

The Council of Ministers adopted a draft decree adding lithium, tantalum, niobium, tungsten, uranium and rare earths to the strategic-substances list and lifting their royalty from 3.5% to the 10% rate cobalt already carries.

Moderately corroborated
2026-05
Market & production

Producers split on the quota squeeze: MMG calls its allocation unviable as CMOC stockpiles

China’s MMG said its 360 t Kinsevere quota (against roughly 6,000 t capacity) makes cobalt economically unviable and asked for policy clarity, while CMOC kept producing near capacity and accumulated unexportable cobalt inside the DRC.

Moderately corroborated
2026-04
Market & production

Glencore ships the balance of its cobalt quota and guides that DRC exports will normalise

Its first cargo under the quota regime had cleared in December 2025; on a combined 2025–26 quota of ~22,800 t, Q1 2026 cobalt output fell 39% year on year as Glencore prioritised copper and stockpiled over-quota cobalt in-country.

Well corroborated
2026-04
Policy & governance

DRC creates a strategic mineral reserve for cobalt, coltan and germanium, run by ARECOMS

A decree presented at the 10 April Council of Ministers lets ARECOMS acquire, hold and sell physical stocks of the three strategic minerals, with unexported quota volumes rolled into the reserve, a tool to steady prices and assert economic sovereignty.

Well corroborated
2026-04
Market & production

Cobalt tops US$57,000/t, up about 160% since the February 2025 suspension

Trade analysts attribute the rally mainly to the DRC export restrictions and quota under-execution rather than demand, warning the recovery rests on “administrative scarcity” that could reverse if stockpiles are released.

Well corroborated
2026-04
Geopolitics & deals

Civil-society coalition CNPAV says the Sicomines deal costs Congo about US$500,000 a day

In an April analysis the “Congo is not for sale” coalition argues the fixed annual infrastructure payment caps the state’s upside while copper trades high, estimating a US$412.6m shortfall over 2024–2026 (the coalition’s own, un-audited modelling).

Moderately corroborated
2026-03
Artisanal & formalisation

Mercuria & EGC sign a "Gold Standard" MoU to formalise the Kasulo ASM site

Aims to make Kasulo a global benchmark for responsible artisanal cobalt across health, safety, human rights and traceability.

Moderately corroborated
2026-03
Geopolitics & deals

DRC launches an audit of the Sicomines minerals-for-infrastructure deal (originally ~US$9bn)

The APCSC regulator appointed a consortium led by Mayer Brown (with Rothschild, EY and SRK) to audit the Sino-Congolese programme from its April 2008 launch to the March 2024 amendment (a ~16-year span), feeding a possible renegotiation.

Well corroborated
2026-03
Geopolitics & deals

DRC and China sign a geology and mineral-resources cooperation MoU in Beijing

Mines Minister Louis Watum and China’s Natural Resources Minister Guan Zhi’ou signed a cooperation memorandum built on local processing and respect for Congolese law. (Separately, China’s continent-wide zero-tariff scheme for African countries takes effect 1 May 2026; it is not a provision of this MoU, and the DRC as an LDC already had duty-free access.)

Moderately corroborated
2026-03
Policy & governance

DRC cabinet adopts a draft decree making the CEEC the national mineral certification authority

A draft decree adopted by the Council of Ministers (28 March) would empower the Centre d’Expertise, d’Évaluation et de Certification to certify and determine the physico-chemical characteristics of all minerals produced nationally, a central piece of cobalt export traceability; it awaits signature and gazettal.

Moderately corroborated
2026-03
Rights & environment

EIA & Premi Congo report accuses CMOC’s Tenke Fungurume of poisoning communities

The “Toxic Transition” investigation alleges sulphur-dioxide emissions from the expanded processing plant triggered a public-health crisis and displaced more than 10,000 people, tracing the mine’s cobalt to several global carmakers, which responded.

Well corroborated
2026-03
Geopolitics & deals

US-backed Virtus Minerals acquires Chemaf, including the Mutoshi ASM-pilot site

The DRC Mines Ministry approved the transfer of Chemaf’s copper-cobalt assets to Virtus (with Lloyds), backed by a US DFC-supported consortium; Mutoshi, a former artisanal-formalisation pilot, is targeted for large-scale development.

Well corroborated
2026-02
Artisanal & formalisation

ERG Africa & EGC sign an MoU at Mining Indaba to formalise responsible ASM

A public-private partnership to professionalise cooperatives and secure traceability on an ERG exploitation area in Lualaba.

Well corroborated
2026-02
Geopolitics & deals

US convenes a Critical Minerals Ministerial; floats a price floor as DRC seeks local value

At the 4 February Washington ministerial of 50+ countries, the US proposed a preferential trade zone with a critical-minerals price floor; President Tshisekedi pressed for projects bringing local jobs, technology transfer and standards.

Well corroborated