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 has been contracted to deliver key technical workstreams for Project Infinity's Preliminary Economic Analysis, including metallurgical testwork, flowsheet design and site layout assessments.

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.

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.

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.

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.

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.

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.

Small Caps breaks down the strategic logic behind Project Infinity, our 200,000 t/yr nodule refinery consortium with Glomar Minerals, and how our patented hydromet technology answers the question deep-sea mining has never been able to solve.

Cobalt Blue was featured on the Spotlight program, shining a national spotlight on one of Australia’s most significant undeveloped mineral resources.

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.