Nickel and Cobalt in the Spotlight

Advertisement/Advertising - This article is distributed on behalf of Canada Nickel Company Inc. and Aurania Resources Ltd., with whom SRC swiss resource capital AG maintains paid IR advisory agreements ·Publisher: SRC swiss resource capital AG · Author: Ingrid Heinritzi · First published: 06.05.2026, 2:15 p.m. Zurich/Berlin ·

In the case of nickel, it is particularly the production cuts in Indonesia, a key producing country, that are driving the price. Benchmark Mineral Intelligence estimates that demand for battery-grade nickel for electric vehicles will roughly triple by 2030. Price increases for the raw material are therefore expected. Realistic forecasts for 2030 range from $15,000 to $21,000 per ton of nickel. Nickel is a versatile metal capable of forming durable alloys, such as stainless steel, and is therefore used in the aerospace, manufacturing, and energy sectors.

Nickel provides heat resistance, corrosion resistance, and excellent mechanical properties. Cobalt also ensures high heat and corrosion resistance in superalloys and is a material used in innovative high-performance technologies. About two-thirds of all cobalt comes from the Congo, followed by Indonesia, Russia, Australia, and Canada. Forecasts predict an average annual growth rate of 6.18 percent for the cobalt market from 2026 to 2035.

Cobalt is known to be a key component in batteries and electronics. Electric vehicles and storage batteries require cobalt. As new technologies grow, so will the demand for cobalt. This is because clean energy and digital solutions are inextricably linked to the future. Currently, the Russia-Ukraine war is causing disruptions, and global trade flows and supply chains are fraught with uncertainty.

Aurania Resources - https://www.commodity-tv.com/ondemand/companies/profil/aurania-resources-ltd/ -focuses on precious metals and critical energy raw materials in Europe, specifically in Italy (nickel, cobalt, iron, copper, and chromium) and France. There, the company has also added three new exploration licenses (gold, polymetallic metals) through a subsidiary. The nickel-cobalt project in northern Italy is impressing with the latest drill results, which show promising nickel, cobalt, and copper values. In Iceland, Aurania Resources is involved in a gold project.

Canada Nickel Company - https://www.commodity-tv.com/ondemand/companies/profil/canada-nickel-company-inc/ - holds nickel and cobalt reserves in its Crawford project in Ontario (ranked second in the Fraser ranking). With the approval of this project, the company has achieved a significant milestone in terms of environmental sustainability. According to the Canadian government, this is a project of strategic importance. The company has published very strong mineral resource estimates for eight of its nine properties. Additionally, the company has filed NI 43-101 reports for two nickel sulfide projects.

Current company information and press releases from Canada Nickel Company (- https://www.resource-capital.ch/en/companies/canada-nickel-company-inc/ -) and Aurania Resources (- https://www.resource-capital.ch/en/companies/aurania-resources-ltd/ -).

Further information is also available in our new Battery Metals Report at the following link: https://www.resource-capital.ch/en/reports/view/battery-metals-report-2025-04/

Sources:

https://www.businessresearchinsights.com/de/market-reports/cobalt-market-124801;

https://www.edelmetalle.de/nickelpreis;

https://www.handelsblatt.com/politik/international/rohstoffe-der-kongo-treibt-den-kobalt-preis-absichtlich-in-die-hoehe/100195560.html;

https://de.investing.com/commodities/cobalt;

https://www.resource-capital.ch/en/reports/view/battery-metals-report-2025-04/

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