Once overlooked by critical minerals investors, cobalt now sits at the intersection of two forces rewriting the global economy: an accelerating clean energy transition and an unprecedented supply shock from the world's dominant producer.

Cobalt Blue has a clear growth strategy to capitalise on this moment: becoming Australia's leading refined cobalt supplier, and expanding into the United States with a dedicated cobalt and manganese plant.

When investors think about the Broken Hill Cobalt Project (BHCP), cobalt quite rightly takes centre stage. But there's another commodity sitting within the same mineralisation that is increasingly difficult to ignore — and right now, its market dynamics are moving in BHCP's favour.