Episode Details

Canada is set to launch its first battery-grade cobalt refinery near Cobalt, Ontario, by late 2027 — a game-changing move that could break China’s grip on the global cobalt supply chain. This facility will process imported cobalt into cobalt sulfate, vital for everything from electric cars to fighter jets. While Cobalt, Ontario, is historically known for silver mining, this new plant won’t dig for cobalt — it’ll refine it, turning imported cobalt hydroxide into high-purity material. Ethical sourcing remains a concern, as much of the cobalt comes from regions with poor labor practices, but the company and battery makers are pledging to improve accountability. With demand soaring, this refinery isn’t just about batteries — it’s a strategic step toward securing critical minerals and reducing reliance on a single country, boosting national security and technological independence.

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