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 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.

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.

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.

Business Development Manager Joel Crane spoke with Proactive about a major technical milestone for the Kwinana Cobalt Refinery after cobalt sulphate samples met strict specifications for battery precursor materials from a prospective Japanese customer.

Cobalt Blue executed a feedstock supply contract with Glencore. Under the agreement, Glencore will supply up to 50% of the Kwinana Cobalt Refinery's feedstock requirements for three years from the commencement of commercial operations.