Latest Updates
Cobalt Blue is committed to keeping our investors, staff and communities that we work alongside informed about the progress, timelines and activities of our projects.
Small Caps: Cobalt Blue Puts Refining at Centre of its Critical Minerals Strategy
Small Caps has published a profile of Cobalt Blue, looking at how our focus on refining and processing shapes the business.
Halls Creek Scoping Study Update
Halls Creek is a copper, zinc and silver project in the Kimberley region of Western Australia. The Scoping Study shows how ore from two nearby deposits, Onedin and Sandiego, could be processed at a single plant to produce copper, zinc and silver over about 11 years.
EVs in the US: A Market in Recovery
US EV demand is rebounding from the tax credit shock of late 2025, driven by rising oil prices and improving affordability.
The US market remains structurally favourable for NMC chemistry, and Cobalt Blue is building the supply chain infrastructure that this evolving battery market requires.
COB - Quarterly Activity Report September 2026
The September quarter delivered strong progress across Cobalt Blue’s portfolio, with several key milestones within reach across our project and technology platform as we enter the final quarter of 2026.
Cobalt Blue Contributes to CSIRO’s Australian-Made Battery
Cobalt Blue supplied cobalt sulphate to CSIRO to produce a lithium-ion battery built entirely with Australian technology, materials, and expertise.
Notice of 2026 Annual General Meeting
Cobalt Blue Holdings Limited advises that its 2026 Annual General Meeting will be held at 10:00am (Sydney time) on Friday, 27 November 2026, at the offices of Lander & Rogers, Level 5, 33 Alfred Street, Sydney.
Cobalt Blue Signs Offtake Term Sheet for Kwinana Cobalt Refinery
Cobalt Blue has signed a term sheet with international trader STG for the sale of standard grade cobalt metal from the Kwinana Cobalt Refinery.
Video: “One of the boldest critical minerals players on the ASX”
Cobalt Blue CEO Dr Andrew Tong speaks with Small Caps about the technical contract with consortium partner Glomar Minerals and why its important for the development of the Kwinana Cobalt Refinery.
Cobalt Blue to undertake PEA for Glomar Minerals
Cobalt Blue has been contracted to deliver key technical workstreams for Project Infinity's Preliminary Economic Analysis, including metallurgical testwork, flowsheet design and site layout assessments.
COB - Annual Report 2026
Cobalt Blue's 2026 Annual Report outlines a year of significant milestones — from KCR's pCAM specification confirmation and Works Approval, to the Glomar Minerals consortium and a recovering cobalt market.
COB - Corporate Presentation
CEO Dr Andrew Tong hit the road in August, presenting at separate events in Sydney and Melbourne. This presentation sets out the Cobalt Blue investment case in full.
Why this Moment Matters for the Cobalt Market
The cobalt market is experiencing a rare convergence of forces that represent a structural shift likely to define the next several years.
Cobalt Blue sits at the intersection of all three of these dynamics, positioned to capitalise on this moment to become a critical minerals supplier.
Glomar Minerals Launches Sea Nodule Survey Campaign
Cobalt Blue's consortium partner Glomar Minerals, announced the launch of a geological and biological survey of its licensed area in the Clarion-Clipperton Zone (CCZ) aboard the RV Tangaroa.
Cobalt Blue CEO Dr Andrew Tong visited the RV Tangaroa in New Zealand ahead of the campaign launch.
COB - Quarterly Activity Report June 2026
The June 2026 quarter saw Cobalt Blue advance on all fronts — deepening its KCR offtake pipeline, progressing Project Infinity toward feasibility, and launching a metallurgical program at Halls Creek that could materially improve project economics.
Why the IEA's Outlook Points to the Kwinana Cobalt Refinery
The IEA's Global Critical Minerals Outlook 2026 paints a bullish picture for cobalt. Cobalt prices up 130%. China controls ~80% of refining. The IEA says the gap is downstream. Cobalt Blue is building to fill it.
Advancing Halls Creek with New Metallurgical Program
Cobalt Blue has launched a metallurgical testwork program at the Halls Creek Project.
This project is at an early stage, and provides optionality for the Company in the copper-silver market — two commodities forecast to have significant pricing support through strong forward demand driven by data centre build-outs for AI, modernisation and electrification of infrastructure, electric vehicles and defence.
Project Infinity Matters for the Kwinana Cobalt Refinery
Project Infinity and the Kwinana Cobalt Refinery are complementary parts of the same strategy. KCR remains the primary objective. But Project Infinity validates the technology behind it, builds Cobalt Blue's international profile, and opens commercial pathways that ultimately advance the same goal.
Progressing Project Infinity
The Cobalt Blue–Glomar Minerals consortium continues to advance Project Infinity, the plan to build the world's first commercial polymetallic nodule refinery in the US.
Since forming in March 2026, site selection has progressed and the first CCZ nodule samples have arrived at Cobalt Blue's Broken Hill Technology Centre, with initial testwork now underway.
Progressing the Broken Hill Cobalt Project PFS
Over the past quarter, Cobalt Blue has continued preparations for an updated Preliminary Feasibility Study (PFS), targeting completion in Q4 2026.
Building on previous feasibility studies, pilot-scale processing, bulk sampling, and testwork, BHCP's path to development is taking shape.
Cobalt’s Recovery: Strong Demand, Constrained Supply
The cobalt market has undergone a remarkable reversal, with the recovery reflecting a confluence of structural forces.
The DRC government's moves to manage supply, a surge in EV adoption, and intensifying geopolitical pressure on critical mineral supply chains.